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What is fileplan?

In the realm of business, daily operations are intricately tied to the management of documents and emails to ensure smooth functioning. Fileplan builds trust in your organization by providing a structured system for filing, along with strong document management and collaboration features. Teams that are always on the move need quick access to important files, enabling them to find what they require without the frustration of navigating through duplicates or figuring out which version is the latest. With Fileplan, your team benefits from the convenience of remote access, allowing for productive collaboration from any location while keeping a close watch on project-related documents. Certain essential documents, like those detailing your company's contractual obligations or ISO-certified processes, require careful oversight and management over time. Fileplan expertly manages the complete lifecycle of each essential document, ensuring that the security and integrity of your emails and files remain a top priority. This all-encompassing strategy not only enhances operational effectiveness but also cultivates a sense of responsibility and transparency within the organization. As a result, employees are empowered to work more efficiently and confidently.

What is Carizma?

Carizma is an intuitive software platform designed to manage the entire lifecycle of contracts, from the early stages of negotiation to the eventual expiration years later. It simplifies the collection and distribution of critical documents and information, fosters collaboration among users, and monitors key deadlines, responsibilities, and associated risks. Contracts can be executed using eSignature services like DocuSign or FP Sign. Carizma represents the pinnacle of contract lifecycle management, enabling you to navigate every phase of your contracts smoothly and ensuring that obligations and risks are monitored even as team dynamics shift. Users will notice considerable savings in time, resources, and finances from the outset, aided by our comprehensive document management features that include automatic versioning and customized workflows for review and approval. With all necessary tools integrated and user-friendly, managing contracts becomes a hassle-free endeavor. Furthermore, Carizma provides users with valuable insights, empowering them to make informed decisions throughout the duration of the contract, thereby enhancing overall efficiency and effectiveness. Ultimately, this software not only simplifies contract management but also contributes to better strategic planning and risk mitigation.

Media

Media

Integrations Supported

Docusign
Microsoft Azure
Microsoft Word

Integrations Supported

Docusign
Microsoft Azure
Microsoft Word

API Availability

Has API

API Availability

Has API

Pricing Information

$40 per month
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

Radix Software

Date Founded

2010

Company Location

Australia

Company Website

www.fileplan.com

Company Facts

Organization Name

Axicos

Date Founded

2007

Company Location

Switzerland

Company Website

www.axicos.com/software-solutions/carizma

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

Categories and Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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