Features Overview

Private Websites
It's an on-demand world today, but more than 65% of business websites fail to offer interactive online services to their clients, partners, and employees. The ShareVantage secure client portals (private websites) provide your contacts with 24/7 access to work-in-progress files, contracts, account statements, benefits information, and more online using a standard web browser. You can insert just about any file into the private website for the contact to access, including PDF, Word, Excel, and more. You'll improve client satisfaction rates and reduce service loads with 24/7 services. Plus, encryption technologies are built-in for privacy compliant file transfers and we take care of all the online authentication processes for you.

Online Collaboration
Organize and share the current version of documents with your team, regardless of their physical location. Project workspaces* help you logically manage tasks and related documents to streamline project completion. You can record discussion notes to comment on related documents or project details that need to become a permanent project record. You can also use contact notes to document client conferences and phone conversations to benefit the entire team.

Project Management
The ShareVantage was not designed for professional project managers. It's designed for the average office worker that simply needs online access to an organized project folder. You can create a new project workspace* in just seconds with just two mouse clicks, and adding internal or external participants to the workspace is just as easy. You'll find all the project information you need in one location, including related task assignments, documents, and discussion notes. Once you start using The ShareVantage to manage projects, you'll wonder how your team survived for so long using email.

Project Templates
Every organization and team has recurring processes and best practices that help them maximize organizational performance, but most don't have solutions in place to automate even the smallest of routine processes. The ShareVantage helps you create project templates* to control process flow. You can rely on The ShareVantage to automatically delegate tasks at the right step in a process, monitor tasks, pre-organize project folders, deliver personalized emails to contacts at project milestones, and much more. Even the smallest of recurring processes can be automated to increase productivity by 20%-100%...those are results that contribute directly to the bottom line!

Security
Security is our #1 priority. The ShareVantage uses SSL encryption for secure access to your account and easy-to-use security padlocks help you control access to documents and projects in your account without IT manager assistance. What's more, our state-of-the-art data center includes the latest authentication, intrusion detection, firewalls, and physical security control processes in the business.

Ease of Use
We know that busy professionals don't have time to learn another application. That's why we designed The ShareVantage to take advantage of skills you already have. If you know how to manage files and folders in Windows, then you already know how to use The ShareVantage to manage files securely online. All you need is a computer and an Internet connection and you'll be sharing files, managing projects, and automating processes in minutes.

Take a look at our detailed features list

* Workflow Edition for process automation and workspaces, Manager Edition, document index and search, Backup Manager, and Email Blaster features available for an additional fee. Contact us for details.