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| Key User Features Includes all basic DMS features - Globally accessible from any Internet-connected device including smart phones. Check in-out concurrency control, version control, customizable profiling, history, permissions, full-text and profile searching, navigational folders, recently opened/edit/added lists, etc. Client-Centric Portals (Workspaces) - Template-based and very scalable. Set automatic document type foldering and transparent profiling organization. Drag and drop support, external sharing capability, mashups supported, and dynamic discovery search analysis. Collaboration- Email notifications, email in/out, threaded discussions, calendaring, global sharing, password management, activity tracking, branding, external user administration and setup. Multiple sharing choices via NetBinders, Workspaces or Cabinets for small, simple collaboration to large document repository extranets. Email Management - An add on service displaying folders and workspaces within MS Outlook for filing and archiving. Single instance storage, move/copy from Outlook, email search and Workspace views within Outlook. Outlook Save and Insert buttons also available and email to folders supported. Email from NetDocuments is MAPI-compliant supporting MS Outlook, Lotus Notes or Novell GroupWise. Personal home page - Create your own sections and shortcuts, including web links to your favorite documents, folders, web sites for quick access. Mobile access - Access, view, search, and email your documents from any PDA or smart phone. Administrative Features Active Directory Authentication - When users are authenticated via a Local LAN-based Active Directory service, they can set a flag for an Automated User Login process. WORM Cabinets - Create virtual WORM cabinets, where electronic files can be written once, read many times, but never altered or deleted. CRM Integration - Currently integrated with Salesforce.com and Microsoft CRM. Contact us to learn about integrating your existing CRM. MS Office Integrations - Application integration to create new documents from within NetDocuments is supported. Optionally, File New, Open and Save menu integrations within MS Office and WordPerfect are available. Leading third-party document automation packages support NetDocuments. Access Control Rights - Security rights can be set at the cabinet, folder, profile or document levels. Security templates are supported. Metadata Tagging - Create custom metadata tag fields (profiles) can be created for client, doc type, social security number, and any others requested. These fields can be text, date or notes fields. Fields can be required, have validation lookup tables, related and security-based. Compliance and records retention policies can be based on a profile field. Workspaces - Multiple Workspace templates, such as practice areas, can be set up with a predefined set of folders or categories created. Document type can automate the creation and population of folders, and pre-populated My Clients list can be uploaded for users. External users can access workspaces with special features associated. Web Services - SOAP-based API's are freely available for developing integrations and connecting to other legacy applications. Learn more about NDConnect at http://community.netdocuments.com/ Reporting - User and document activity logging is available as an add-on service. Login activity report is also available. Folder and document histories can be viewed and printed. Records Retention Policies - Included with NetDocuments Professional. Profiling is required to create and execute policies on client closings, document type retentions or any other profile values. NDSearch Analysis - Add on Service. Refer to NetDocuments NDSearch datasheet for further details. Compliance - A complete review of all requirements outlined in the SEC Rulings 17a for Broker-Dealers and SEC Rulings 31a-2 and 204-2 for Investment Advisors is described in the NetDocuments Financial Services Compliance White Paper located at netdocuments.com. View Service Requirements |
Screenshots
Client-centric Workspace
Folder View
WORM-Compliant Storage
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What are the benefits to me?
Advisor
Client
IT
Auditor
Advisor
"I wanted all the firm's client and business files to be accessible in a secure manner from anywhere in the world so we could continue to travel extensively without affecting my ability to provide clients with service that far exceeds their expectations. I have always been wary of the risk involved in traveling for long periods with a laptop containing client data." -Sterling Futures "NetDocuments has helped tremendously in that we can all access documents across the board. I have been out on appointments with clients at their offices and they have asked me for stuff. All I have to say is 'get me on a computer and I will pull them up right away'." -Q-Biz Solutions
"I wanted all the firm's client and business files to be accessible in a secure manner from anywhere in the world so we could continue to travel extensively without affecting my ability to provide clients with service that far exceeds their expectations. I have always been wary of the risk involved in traveling for long periods with a laptop containing client data." -Sterling Futures "NetDocuments has helped tremendously in that we can all access documents across the board. I have been out on appointments with clients at their offices and they have asked me for stuff. All I have to say is 'get me on a computer and I will pull them up right away'." -Q-Biz Solutions
Client
"We regularly use NetDocuments to maintain our deal flow. Every time we look at a company we create a NetDocs folder to store all the material. NetDocuments is a big selling feature for us to our investors who are impressed with the way we manage our information. They work with us partly because of our 'window on innovation' and a big part of that is our access to the documents with NetDocuments."-Pangaea Ventures.com "Salesforce (as CRM) and NetDocuments have become critical to the business--both for service reasons and for the extensive compliance we do as a Registered Investment Advisor (RIA) firm. It dazzles my clients as I simply pull up the docs in front of them." -Christopher J. Tuttle, CFP(R), CLU, ChFC, AEP, President of Tuttle Financial Services
"We regularly use NetDocuments to maintain our deal flow. Every time we look at a company we create a NetDocs folder to store all the material. NetDocuments is a big selling feature for us to our investors who are impressed with the way we manage our information. They work with us partly because of our 'window on innovation' and a big part of that is our access to the documents with NetDocuments."-Pangaea Ventures.com "Salesforce (as CRM) and NetDocuments have become critical to the business--both for service reasons and for the extensive compliance we do as a Registered Investment Advisor (RIA) firm. It dazzles my clients as I simply pull up the docs in front of them." -Christopher J. Tuttle, CFP(R), CLU, ChFC, AEP, President of Tuttle Financial Services
IT
"I found NetDocs personnel to be very knowledgeable, professional and easy to deal with. They appear to understand that these documents represent my firm's life blood and consequently fast service to answer a question or resolve an issue should be the norm, not the exception." -Sterling Futures "NetDocs was surprisingly affordable as I was able to dispense both with my online backup service as well as my local server backup."-Registered Independent Agent "NetDocuments has avoided us having to purchase servers, etc. So we've been able to avoid the administrative complexity of managing servers and software. We don't have to reach very far to realize how NetDocuments has been a financial benefit to us." -GIV Ventures Partners
"I found NetDocs personnel to be very knowledgeable, professional and easy to deal with. They appear to understand that these documents represent my firm's life blood and consequently fast service to answer a question or resolve an issue should be the norm, not the exception." -Sterling Futures "NetDocs was surprisingly affordable as I was able to dispense both with my online backup service as well as my local server backup."-Registered Independent Agent "NetDocuments has avoided us having to purchase servers, etc. So we've been able to avoid the administrative complexity of managing servers and software. We don't have to reach very far to realize how NetDocuments has been a financial benefit to us." -GIV Ventures Partners
Auditor
"NetDocuments permits us to meet our regulatory requirements for document record keeping by providing a sophisticated platform in a user-friendly way." -Compliance Gurus "As we are on an SBIC fund we go through a couple audits a year from the government. NetDocuments allows them to get secured access as well. Otherwise it is very time consuming because we have no administrative staff whatsoever. It is very very time consuming to have to photocopy this information for the auditors, so now I just give them rights and say, 'here's the stuff you need, simply logon to look at it.' Last year our regular financial auditors didn't even come to our office. They did everything from the comforts of their own office." -GIV Venture Partners
"NetDocuments permits us to meet our regulatory requirements for document record keeping by providing a sophisticated platform in a user-friendly way." -Compliance Gurus "As we are on an SBIC fund we go through a couple audits a year from the government. NetDocuments allows them to get secured access as well. Otherwise it is very time consuming because we have no administrative staff whatsoever. It is very very time consuming to have to photocopy this information for the auditors, so now I just give them rights and say, 'here's the stuff you need, simply logon to look at it.' Last year our regular financial auditors didn't even come to our office. They did everything from the comforts of their own office." -GIV Venture Partners
