Manage, Collaborate & Search
Client's Document with
Document Management Software
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Cloud based Document Management Software for Professionals

Every Professional's firm has document records and other digital content of its client that gets created over a period of time. Protact's online Document Management solution helps organize, secure and manage such records, whether paper based or electronic files. The solution integrates all essential document management, collaboration and advanced search functionality into one easy to use solution.

  •    Store, tag, download and share on a single click
  •    Enables viewing in the browser itself
  •    Access your data outside your office using any web browser
  •    Serves as a central repository for documents uploaded from any other Protact's solution
  •    No limit on size or number of documents to be uploaded

Benefits of Protact’s Document Management Software

Do away with your physical files, providing more office space and relieving you from botheration of losing important document because of moisture, wear & tear or termites.

Maintain confidentiality of documents by providing restricted client access to users

You can quickly search and retrieve any document of your client with simple clicks, anytime, anywhere.

You don't have to depend on anybody for either filing the documents or for retrieval of the same.

Being on cloud, the same document can be viewed by multiple users simultaneously at the same time.

All the documents uploaded are saved on secured server having bank grade security, ruling out the possibility of any misuse of documents.

Backups taken at frequent intervals on regular basis, ensures that all your documents are intact and you do not lose out on any documents

Functionalities / Coverage

  • Add any type of file directly from the Browser. No FTP required
  • Saves any type of document, viz: doc, xls, jpg, xml, txt, png, pdf, etc.
  • Facility of Document tagging, for faster search & retrieval of documents
  • Quick search facility to locate documents using multiple search criteria
  • In-built viewer facilitates viewing of Document within the application
  • Direct download & e-mail of documents from the module itself
  • Facility to add comments against each document for future references
  • In-built mechanism, creates Activity Log for each document
  • Facility to group certain set of documents for a particular event
  • Access restricted to the users having access right to the respective clients

To understand how you can manage your client's document on cloud efficiently through our system
Call us on +91 98333 75075 or
Request Demo