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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 Leapdocs?

Leapdocs offers an affordable and secure document management system catering to enterprises, small businesses, and start-ups. Users can easily import a variety of documents such as scans, Word documents, Excel spreadsheets, images, and emails from any source, allowing for a versatile workflow. The platform automatically indexes files to enable rapid searches, while organizing them into folders akin to traditional computer systems. Each file can have custom metadata attached, which allows users to record important attributes like Social Security Numbers, invoice numbers, or birth dates. User management features are enhanced by grouping capabilities, which provide specific permissions for files and folders that can be assigned directly or inherited. For added security, user activities are logged through an audit trail, ensuring accountability. With Automatic OCR technology, Leapdocs allows for Full Text Search across nearly all imported documents, along with advanced filtering based on custom metadata. The structure of Leapdocs emulates familiar online storage systems by categorizing files into folders, which simplifies navigation for users. Built on the Microsoft Azure platform, Leapdocs ensures strong encryption for files stored at rest, and its infrastructure is backed by a network of data centers worldwide to maintain uninterrupted service. This commitment to security and accessibility makes Leapdocs a practical and trustworthy option for all your document management requirements. Furthermore, its user-friendly interface is designed to enhance productivity, making it an ideal choice for those looking to streamline their document handling processes.

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

$25 per month
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

Leapdocs

Date Founded

2018

Company Location

United States

Company Website

www.leapdocs.com

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

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

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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