Capabilities
The current, published File-Eazy feature set.
Capture and import
- Drag-and-drop import with flexible CSV field mapping
- Bulk document upload via defined drop spots
- No restrictive file-size limits (handles files over 1GB)
- Support for PDF, images, TIFF, Word, Excel, ZIP and more
- Secure e-forms for capture, verification and approval
- Import/export data
- OCR (Standard plan and above)
Search and retrieval
- Auto Index with AI — automated indexing and key-information extraction, zero manual input
- Quick single-click document search
- Advanced content-based search with AND / OR / EXACT operators
- Form search technology
- Categorize by type, tag, folder and department
- In-browser document viewer for standard formats
Working with documents
- Annotate, add notes, highlight, strikethrough and add digital signatures
- Reusable stored digital signatures
- Text redaction, viewable only to privileged users
- Multiple document versions with ownership/timestamp tracking
- Check-in / check-out
- Bulk check-out
Security and audit
- Document-level encryption and role-based access control
- SSL/TLS certification; XSS and CSRF protection
- Comprehensive audit trails
Workflow and automation
- Workflow automation for document-centric processes
- Forms & Workflow, document routing and assigning (Premium and above)
- No-code apps (Standard plan and above)
- Calendar and task manager (Premium and above)
- Email notifications for document/form/activity/task changes
Deployment and configuration
- Cloud or on-premise deployment, incl. specialised Legal, HR and Drawing Management modules
- Mailbox (IMAP) configuration and website publishing (Enterprise)
- 12 selectable colour skins