• Add or customize additional metadata fields allowing for flexible search terms. Learn more here.
  • Add or customize Document Type templates in addition to the preset Document Types.
  • Create Simple Approval Workflows using Content Rules to help automate everyday processes by emailing approvers a notification that an action/task is pending.  Learn more here.
  • File Retention Policy allows for setting expiration dates for files/folders to help management of document lifecycle and supports data compliance.
  • Collection History Audit Trail with downloadable csv file. Learn more about collections here.