Document Management (EZ IT Portal)

Document Management

A cloud based solution for helping small businesses deploy a simple yet powerful document management solution


  • A Cloud based document management solution developed for storing all kinds of business records (Employee records, Contracts, Quotations, Proposals, Transportation records, Budgets, Compliance records, etc.).
  • You can become fully digital by easily scanning the legacy records.
  • Digitized files can be organized and stored in ready to use digital file cabinets.
  • Electronically received business records and records created from Office applications can be stored in PDF format to manage business document retention needs

Key Features

  • Store documents of all types into ready to use digital file cabinets
  • Easily search for documents
  • Keyword/Content sensitive search (if OCR activated)
  • Control user access to none, one or more file cabinets
  • Manage user level access within a file cabinet to document types, departments, etc.
  • Save files in an un-editable neutral format
  • Append pages to existing document
  • Email from search results (Helps in resolving customer service issues)
  • Indexing (Edit fields, Incrementing fields, etc.)
  • Auditing (Capture audit time and audit by)
  • Smart Docs feature (Create an automatic task for processing)
  • Control who can Audit, Index, View, Delete, etc.
  • Maintain “Obsolete"/"Shred" date and track with Smart Docs
  • Copy or Replace file to edit indexes
  • Track access history
  • Bulk upload native electronic files or scanned files
  • Publish the files to website so that customers, vendors and suppliers can access your information


  • Helps your business operate digitally
  • Save space Time
  • Save time (digitizing, filing, searching etc.)
  • Improve compliance
  • Improved Disaster recovery
  • Control access to records
  • Reduce misplaced documents
  • Provide remote access