FlowRocket’s Document Management solution is your network drive on cloud integrated with your CRM, Workflows and Client Transaction data.
A centralized depot of electronic version of documents is created securely and automatically as you conduct business. Define structure of document storage and watch it build the repository on its own in collaboration. Fully secured with ability to define access at document level. Proprietary search mechanism lets you retrieve the document that you are looking for in a fraction of second from the storage of millions of documents.
Corporate Network Drive on Cloud
Create your document storage structure with the flexibility to change it and let it build organically by your team in collaboration. Define security with rules or as you wish at document level.
- Fully secured storage on cloud
- Ability to share securely with external parties
- Complete audit trail of access and email notifications
- Fully backed by rock-solid disaster recovery plan
- Proprietary algorithm for Indexing and searching lets you search millions of documents of many different types in a fraction of second, even on your mobile
- Ability to manage versions and eliminate redundant duplicity
Organized by Clients, Accounts, Contacts, Projects and much more
Your documents are automatically organized and accessible in connection with many different entities on your FlowRocket Business Operating Platform. What a time-saver and easy would that be to conduct your business and make informed decisions quickly.
- Notification on document access and update as per desire
- Audit trail and live feed on various entities
- Access same documents from multiple and relevant places without storing them multiple times
- Maintain rule-based & role-based security as you wish
- Create and operate Workflows on documents – a very powerful solution to store and organize documents with your business processes and transactions
- Create rules to store important emails and their attachments automatically on your cloud storage
On-the-Go! and On-the-Desktop!
On-the-Go! mobile application and On-the-Desktop! PC application play a crucial role in increasing your efficiency exponentially. File and access your documents at anytime from anywhere without even firing your laptop.
- Full integration with Microsoft Outlook
- File your emails and important client communication directly from Outlook
- FlowRocket Drive on your PC allows you to synchronize your data automatically on cloud, keeping a backup for you
- Create project-based share folders with colleagues
- Tag your favorite documents and access them easily when they are updated by others in collaborative work environment
- Proprietary document viewer allows you to break down PDF document into separate pages and lets you create worlfow on it with ease