Important Features for Business People

Email documents from within Microsoft® Office applications The KnowledgeTree Dashboard Document property preview Alerts by document type
  • Simple & intuitive web-interface
  • Thumbnail and Instant View document preview functionality that allows you to see what’s in a document before downloading it from the repository
  • Professional translations in Spanish, Portuguese, Brazilian Portuguese, French, German and Italian (Japanese for commercial users)
  • Drag & drop documents from your Microsoft® Windows® desktop
  • Configurable electronic signatures to assist with compliance
  • Document shortcuts (link to a document in another folder)
  • Access KnowledgeTree from Microsoft® Office applications, third-party WebDav clients & all web browsers
  • Customizable dashboard (displaying subscriptions, pending documents, checked-out documents, quick links & more)
  • Unlimited documents, folders, workflows, document properties, document types, roles, groups and users provide space for ample storage and collaboration
  • Create users, groups & roles that map to your organization’s structure & processes
  • Role or group-based permission structure & workflow assignment
  • Notifications of changes made to documents & folders
  • Notify selected roles or groups when action on a workflow is required
  • Automatically trigger workflows for specific folders or document types
  • Chain multiple workflows together or automatically copy and move documents on designated workflow states.
  • Collaborate using threaded document discussion forums
  • Email documents from within the application to internal users or email a one-time download link to external users
  • Create tags for documents, browse documents by tag cloud and view organization-wide tag clouds
  • Create and capture unlimited custom document properties for easy search & archiving
  • Upload documents in bulk using ZIP files or import from existing directory locations
  • Create Hot Folders for importing documents and their metadata from your existing applications, fax servers, and scanners
  • Document versioning, with previous versions of documents available in a version history
  • Visually compare versions of document contents and properties
  • Implement your organization’s custom document numbering schemes
  • Manage own system help content
  • Full text search on numerous document types (Microsoft Office, PDF, OpenOffice, XML, HTML, RTF, text)
  • Simple & Boolean Search all document fields (including “author”, “date modified”, “custom fields”, “workflow” and “file type”)
  • Create saved searches which can be used by other users
  • Define document type alerts to remind yourself and other users of time-based events, including contract expiry, document retention periods and reviews
  • Search for JPEG or TIFF data embedded by scanners & digital cameras
  • Scan and securely store all paper documents
  • Text content of paper documents is OCR’ed & indexed for searching

View a detailed feature checklist