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Best Document Management Solution

Recognizes the best software solution for managing the document life cycle, including the processes of retrieving, sharing, tracking, revising, and distributing documents and the information they contain.

Products nominated here are eligible for the Best Information Management Solution supercategory.

Carbonite Online Backup - Carbonite Inc.

Carbonite provides a simple, affordable and automatic way for consumers and small businesses to back up their computers. Available for Windows and Mac platforms, Carbonite runs in the background and automatically backs files up to a secure remote location. Recovering lost files is easy and Carbonite customers can remotely access backed up files through any Web browser and most smartphones.

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  • Central Desktop - Central Desktop

    Central Desktop is a social collaboration platform that allows businesses to manage their people, projects and documents in the cloud. It features the Central Desktop for Office tool, which delivers seamless, real-time integration between Microsoft Office and the cloud to radically improve the way people collaborate on Word, Excel and PowerPoint documents.

    Once installed, Central Desktop for Office adds a new toolbar in Microsoft Word, Excel and PowerPoint that allows users to interact with files stored online without ever having to open a web browser. Using this toolbar, users can simultaneously co-author Office documents in real-time, as well as open and save files directly into the cloud. Users can also comment on files, manage subscribers and track version history.

    Central Desktop for Office's co-authoring capabilities are particularly powerful for business teams that need to create and collaborate on documents such as project plans, budget forecasts and sales presentations. Rather than waiting for each person to edit the document in a sequence, Central Desktop for Office allows users to simultaneously make changes and each version is automatically merged. This eliminates time-consuming review cycles, boosts team productivity and drives faster, more efficient document collaboration.

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    RightSignature - RightSignature

    RightSignature is the easiest, fastest way to get documents signed. With an elegant, intuitive user interface, RightSignature replicates the pen-and-paper signing experience in any web browser. Users review documents, fill in form fields, and create an actual, wet-like signature online with a mouse or on the iPhone/iPad touchscreen.

    The RightStep instruction bar, NaviGuide live-action flag, and RightTrack document overview walk signers through required tasks step-by-step. Any document -- contract, NDA, employment application, new customer application, you name it -- can be completed and signed online in minutes.

    RightSignature enables document generation, form data collection, legally-binding electronic signatures, and document management -- all in a web application that's simple enough for small businesses and powerful enough for Fortune 500 enterprises. A robust API enables easy workflow integration.

    Users implementing RightSignature impress clients and make it easier for prospects to execute contracts, resulting in higher sales close rates. Additional benefits include reduced paper, ink, and express shipping expenses, stronger legal defensibility and compliance, and improved operational efficiency and visibility.

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    OneFile - Wolters Kluwer Financial Services

    Wolters Kluwer Financial Services' OneFile is a web-based transactional content management solution. It is purpose built to support mortgage application, processing and underwriting functions. The solution allows origination personnel (internal or third-party) to collaborate and manage loan files from a single web-accessible platform, giving everyone involved with the mortgage workflow process simultaneous access to detailed and up-to-date loan file information.

    OneFile supports document processing and underwriting (review and approval of documents) in context of the entire transaction. It improves collaboration and manages rights over the course of the workflow via a centralized web-accessible file, eliminating the need to print, hole-punch, stack and route paper files.

    A survey of more than 600 lenders in April 2010 by Wolters Kluwer Financial Services found 76 percent were relying on an inefficient paper-based method to process mortgages. The top reasons lenders had not implemented an electronic solution were security of borrower data, high implementation costs and the potential impact to lending workflow. OneFile addresses those pain points and delivers quantifiable business value to lenders.

    Featuring document capture and classification, pre-built mortgage workflows (includes roles and rights) and configurable document checklists, OneFile eliminates costly back-and-forth bottlenecks and improves origination processing efficiency. It also offers version control and loan file pipeline reporting, and can help lenders securely and electronically deliver disclosures to borrowers.

    With OneFile, the lender benefits from reduced print, fax and shipping costs; real-time status on mortgage documents; workflow compliance; reduced error rates; faster responses and decision making; and the ability to offer borrowers a better customer experience.

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