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What is bSource?

This innovative sales enablement solution allows your home office to maintain comprehensive oversight of all files and folders, guaranteeing uninterrupted access management at all times. With just a click, any file or folder can be quickly replaced or updated, facilitating a smooth workflow transition from the back office to the field without imposing extra demands on sales representatives. This efficiency ensures that relevant files are always readily accessible in the right folders when required. The bSource Enterprise Content Management application also offers the ability to password-protect sensitive files and folders, safeguarding your representatives from accidentally disclosing confidential information to clients. In addition, you can set up various levels of permission hierarchies, allowing for the appropriate distribution of materials to specific individuals. Moreover, the Enterprise Content Management app for iPad enables your representatives to import, create, and manage their own content seamlessly, equipping them with the necessary tools to effectively organize all non-confidential files and folders. This capability significantly aids in their preparation for daily sales calls and presentations. Overall, this well-rounded approach not only boosts productivity but also ensures that your sales team has immediate access to the essential resources they need to succeed in their roles and drive results.

What is Cloudwork?

Distribute documents with distinct levels of access, including read-only, review, comment, and full access, and allow for the assignment of either individual permissions or team access with a single click for convenience. Additionally, you can create secure links for external users to enhance accessibility. Leverage integrated online editors for crafting and editing text documents, spreadsheets, and presentations, ensuring they are fully compatible with Microsoft formats. Streamline the organization of emails into your LEGALX document management system, while effortlessly implementing rules for automated email filing and folder mapping. This system guarantees that all files within the specified folders are kept organized, up-to-date, and easily accessible across cloud storage, mobile devices, and local computers. You also have the ability to define and maintain directory structures to ensure consistent file organization across all platforms. On top of that, foster secure communication with your team through personal messages or group chats, and establish dedicated virtual workspaces for each project, complete with access controls and a comprehensive audit trail. To further enhance collaboration, the platform supports secure video meetings that can host multiple participants, featuring options such as screen sharing, recording capabilities, and waiting rooms, fostering a productive setting for all involved. Moreover, this robust system facilitates the seamless integration of various communication tools, significantly boosting overall project management efficiency while keeping all stakeholders informed and engaged.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ai2

Date Founded

1986

Company Location

United States

Company Website

www.ai2.com

Company Facts

Organization Name

Cloudwork

Date Founded

2018

Company Location

China

Company Website

cloudwork.ai/product

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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