Access files securely from any device, offline or online. Search across multiple storage locations with filters. Share files, mark favorites, edit Office documents, and annotate PDFs directly.
Manage board meetings and decisions remotely with mobile e-signatures, approvals, and surveys. Access documents, send emails, and track action items. Share and collaborate on meeting materials securely. Set reminders and view meeting agendas.
Manage client interactions with digital automation tools. Onboard clients, service accounts, and handle exceptions through centralized workflows. Send secure messages, share documents, and track client progress in real time.
Organize local and cloud files in one . View and save files from cloud drives to device. Move files between cloud drives. Open documents, presentations, voice memos, and images. Fetch online content and manage files across devices.
Access and manage files stored in , including reading, renaming, copying, moving, deleting, and sharing. View documents, photos, videos, and audio files with automatic previews.
Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.
Secure messaging allows confidential and customizable conversation threads. Document capture enables quick scanning and auto-cropping of documents for direct EMR upload.