Dovetail Document Manager from Dovetail

A document management system designed for fund operations, offering features such as version control, role-based access, and integration with existing fund management systems to enhance efficiency.

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Product analysis by function

Document Management Systems for Fund Operations

Platforms for storing, organizing, retrieving, and managing electronic documents related to fund operations, including statements, confirmations, legal documentation, and other records.
More Document Management Systems More Fund Operations ...

Document Storage and Organization
(8 Yes /8 Known /14 Possible features)

Document Access and Security
(5 Yes /5 Known /14 Possible features)

Search and Retrieval
(5 Yes /5 Known /13 Possible features)

Workflow Automation and Collaboration
(3 Yes /3 Known /13 Possible features)

Integration and Interoperability
(3 Yes /3 Known /12 Possible features)

Compliance and Regulatory Features
(6 Yes /6 Known /12 Possible features)

Performance and Scalability
(2 Yes /2 Known /10 Possible features)

User Experience and Interface
(5 Yes /5 Known /11 Possible features)

Reporting and Analytics
(1 Yes /1 Known /10 Possible features)

Backup, Recovery, and Business Continuity
(3 Yes /3 Known /10 Possible features)

Mobile and Remote Access
(2 Yes /2 Known /10 Possible features)

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Folder Hierarchies Ability to organize documents within nested folders and subfolders for logical grouping of records.		Document Manager includes foldering and sub-folder support as standard for logical grouping.
Tagging and Metadata Ability to assign tags and metadata (such as document type, date, and fund name) to enhance search and classification.		Vendor materials highlight ability to assign tags and metadata for classification and search.
Bulk Upload Upload multiple documents at once to improve efficiency.		Bulk upload stated as a primary productivity feature on product web page.
Version Control Track and manage multiple versions of a document with rollback and history features.		Version control is specifically called out as a core capability for compliance and collaboration.
Document Templates Pre-defined templates for frequently used document types.		No information available
OCR (Optical Character Recognition) Ability to extract text from scanned or imaged documents to enhance searchability.		Optical Character Recognition (OCR) mentioned as a means to improve searchability.
Document Size Limit Maximum allowed size per uploaded document.		No information available
Overall Storage Capacity Total document storage capacity provided by the system.		No information available
Drag-and-Drop Upload User-friendly drag-and-drop interface for adding documents.		Demonstrations show drag-and-drop document uploads in user interface.
Automatic File Naming Conventions Ability to standardize naming of documents during upload or save.		No information available
Duplicate Detection Identification and warning about duplicate document uploads.		No information available
Document Retention Policies Enforce retention, archiving, and deletion rules based on policy and compliance.		Retention rules and compliance enforcement referenced for regulated funds.
Audit Log Track all actions performed on documents for compliance and monitoring.		Audit log listed as a compliance feature for monitoring document activities.
Custom Taxonomy Support Support for building customized taxonomies according to fund needs.		No information available

Role-Based Access Control Granular access permissions based on user roles.		Role-based access described as a key permissioning mechanism.
Single Sign-On (SSO) Integration Integration with enterprise SSO providers for authentication.		No information available
Two-Factor Authentication (2FA) Support for two-factor authentication for user logins.		No information available
Document Encryption (At Rest) Encryption of documents stored within the system.		Product materials mention at-rest encryption to protect client documents.
Document Encryption (In Transit) Encryption using HTTPS/TLS during upload/download.		All uploads and downloads are over HTTPS, providing in-transit encryption.
Watermarking Ability to watermark sensitive documents to deter unwanted sharing.		No information available
Expiry Links / Secure Sharing Time-bound and access-controlled sharing of document links.		No information available
Access Logging Detailed tracking of which users accessed which documents and when.		Access and download logs described for regulatory requirements.
Granular Permission Settings Set permissions for view, edit, or download at the document or folder level.		No information available
IP Restrictions Restrict access based on IP address ranges.		No information available
User Activity Monitoring Monitor user activities related to document access and downloads in real time.		No information available
Remote Document Deletion Ability to remove access to documents remotely if needed (e.g., when permissions change).		No information available
Legal Hold Capabilities to place legal holds on documents for compliance or litigation purposes.		Legal hold functionality available, referenced in compliance and audit context.
Data Loss Prevention (DLP) Integration Integrate with DLP solutions to prevent sensitive data exfiltration.		No information available

Full-Text Search Ability to search for keywords throughout document content.		Full-text search supported via OCR and indexing.
Advanced Search Filters Filter results by attributes such as date range, type, fund, tags, or uploader.		No information available
Search Speed Typical time to return results for a simple search.		No information available
Saved Search Queries Ability to save commonly used search configurations.		Users can save and recall common search criteria.
Search Result Export Export search results to Excel, PDF, or other formats.		Searches can be exported to spreadsheet or PDF formats.
Faceted Search Support for search refinement using hierarchical facets (i.e., fund, year, document type).		No information available
Multi-Language Search Support for search queries in multiple languages.		No information available
Recent Searches Access a personalized history of recent search queries.		No information available
Search Result Ranking Prioritize and order search results by relevance.		No information available
Wildcard and Fuzzy Search Advanced search capabilities with partial matches or misspellings.		No information available
Batch Retrieval Retrieve and download multiple documents with a single action.		Batch retrieval and mass download icons visible in user guides.
Quick Preview Preview contents of documents directly in the search results window.		Document previews on search results are demonstrated in product videos.
Search Audit Trail Log and monitor search activities for compliance.		No information available

Document Approval Workflows Support for custom approval flows, including multiple reviewers and sequential or parallel approval.		Workflow approvals and multi-reviewer process described in product literature.
Task Assignment Assign review or follow-up tasks related to specific documents.		Ability to assign tasks and action requests linked to document context.
Workflow Templates Reusable workflow structures for recurring fund processes.		No information available
Automated Reminders and Notifications Trigger email or system notifications based on workflow events (e.g., pending approvals, expiries).		No information available
Commenting and Threaded Discussions Support threaded communication on documents for context and audit trail.		No information available
Document Checkout/Check-in Prevent conflicting edits by requiring check-out for editing and enforced check-in.		No information available
e-Signature Integration Integration with electronic signature platforms for contract finalization.		No information available
Collaboration Limits Maximum number of simultaneous collaborators per document.		No information available
Automated Filing Automatic categorization or routing of documents based on metadata.		No information available
Escalation Rules Automated escalation paths for overdue approvals or reviews.		No information available
Workflow Status Dashboards Visual dashboards for workflow status, bottlenecks, and pending tasks.		Workflow dashboards, status tracking, and bottleneck identification highlighted in product screenshots.
Integration with Communication Tools API or direct integration with email, Slack, Teams, or similar platforms.		No information available
Workflow Audit Logs Detailed logs of workflow actions and status changes for compliance.		No information available

API Access Provision of RESTful or SOAP APIs to enable integration with external systems.		APIs available for integration with fund management tools and external systems.
Data Import/Export Support for importing and exporting data using CSV, XML, or other common formats.		Supports import/export in standard formats (CSV, XML, etc.)
Integration with Core Fund Systems Direct connectivity with accounting, portfolio management, and trade order management platforms.		Direct integration with core accounting and fund order management systems stated in product summary.
ERP Integration Capabilities to link with enterprise resource planning software.		No information available
Single Sign-On (SSO) Providers Supported Number of SSO providers that can be integrated.		No information available
Email System Integration Pull documents directly from corporate email for filing.		No information available
Custom Script Support Support for deploying custom automation scripts.		No information available
Mobile App Integration APIs or connectors for use within mobile platforms.		No information available
Webhook Support Ability to trigger events in other systems via webhooks.		No information available
Integration Marketplace Access to a marketplace of pre-built integrations (e.g., DocuSign, Salesforce).		No information available
SSO Protocols Supported Types of SSO protocols supported (e.g., OAuth, SAML, OpenID).		No information available
Third-party Audit Trail Integration Push audit data to third party GRC (Governance, Risk, and Compliance) platforms.		No information available

Regulation-Specific Retention Rules Configurable retention settings for compliance with SEC, MiFID, AIFMD, etc.		No information available
WORM (Write Once, Read Many) Support Technological support for immutable storage required for compliance.		Immutable storage and compliance with WORM requirements stated for regulated entities.
Audit Trail Generation Automatic and comprehensive audit trail for user/document actions.		Automated audit trails are described as part of the compliance toolset.
Access Certification Workflows Process for periodic recertification and validation of access rights.		No information available
Legal Hold Management Support placing and removing legal holds for litigation readiness.		Legal hold management tools offered for litigation readiness and compliance.
GDPR and Privacy Support Controls and settings to satisfy GDPR and other privacy laws.		Privacy controls for GDPR and data residency compliance in place.
eDiscovery Tools Built-in support for document collection and export for audits or investigations.		No information available
Compliance Policy Enforcement Capabilities to enforce internal and regulatory document policies.		Policy enforcement and automated rules engine referenced in technical overviews.
Automated Compliance Reporting Automatic generation of compliance status and incident reports.		No information available
Customizable Audit Fields Track and include client-specific fields in audit logs.		No information available
Regulatory Archive Integration Ability to connect with regulatory-compliant offsite or cloud archive providers.		No information available
Tamper Evident Logs Logging system that makes record tampering easily detectable.		Product claims tamper-evident, immutable, and time-stamped logs.

Concurrent User Capacity Maximum supported number of simultaneous users without performance degradation.		No information available
Supported File Count Number of documents the system can manage efficiently.		No information available
Maximum Upload Speed Speed limit of document upload per session.		No information available
Uptime SLA Guaranteed system uptime per contractual agreement.		No information available
Response Time Average platform response time for user actions.		No information available
Redundancy and Failover Automatic failover and redundancy mechanisms for continuous availability.		Redundancy and automated failover for high availability mentioned in technical info.
Load Balancing Built-in load balancing to distribute user activity evenly.		No information available
Scalable Storage Backend Ability to expand storage seamlessly as document volume grows.		Scalable infrastructure, cloud backend, and unlimited growth claims.
Multi-Region Deployment Deploy system instances across multiple regions for performance and disaster recovery.		No information available
Disaster Recovery Time Objective Expected time to recover from a major system disruption.		No information available

Intuitive Dashboard User-friendly interface with a central dashboard for navigation and alerts.		Intuitive dashboard highlighted as the main organizational layer.
Customizable Views Users can customize views and sort orders to fit individual preferences.		User-configurable sort and filter options in view layer.
Accessibility Compliance Support for ADA/WCAG accessibility standards.		No information available
Responsive Design Interface adapts for use on mobile, tablet, and desktop.		Responsive web interface adapts to desktop and mobile formats.
Multi-Language UI User interface can be displayed in multiple languages.		No information available
In-app Help and Tutorials Onboarding help, guides, and contextual tutorials built-in.		No information available
Theme/Brand Customization White-labeling or branding capabilities.		No information available
Keyboard Shortcuts Support for keyboard shortcuts to speed up navigation.		No information available
Pinned / Favorite Documents Ability to pin or favorite documents for quick access.		Favorite and pin functions for quick access to key documents.
Recent Activity Feed List/display of recent user and document activity.		No information available
Notification Center Central repository for all user alerts and notifications.		Notification center aggregates alerts and user messages in one interface.

Activity Reports Usage reports on uploads, downloads, shares, and other activities.		Activity and usage reports available in analytics module.
Document Lifecycle Reports Reporting on document creation, changes, and deletion history.		No information available
Compliance Reports Pre-built or configurable reports supporting compliance audits.		No information available
System Health Dashboards Visualization of system uptime, usage, and performance metrics.		No information available
Custom Report Builder Ability for users to build and schedule custom reports.		No information available
Exportable Analytics Data Export analytics and reporting data in various formats for additional analysis.		No information available
Report Scheduling Automated generation and delivery of periodic reports (daily, weekly, monthly).		No information available
User Adoption Metrics Measure adoption and usage across teams or departments.		No information available
Exception Reports Highlight documents or actions that fall outside of expected controls or workflows.		No information available
API Access to Reports Developer access to raw report data via API.		No information available

Automated Backups Regular, scheduled backups of all document and metadata.		Daily scheduled backups enabled by default for all client data.
Backup Frequency Interval at which backups are performed.		No information available
Point-in-Time Recovery Recovery to a specific point in time in the event of data loss.		No information available
Offsite Backup Storage Copies of backups stored in geographically separate locations.		Backups are stored offsite in geographically diverse cloud regions.
Recovery Time Objective (RTO) Estimated time required to restore service after an incident.		No information available
Recovery Point Objective (RPO) Maximum tolerable period in which data might be lost.		No information available
Backup Encryption Backed up data is encrypted at rest.		Backups encrypted before being written to storage.
Disaster Recovery Testing Regular, scheduled disaster recovery drills/tests.		No information available
Continuous Data Protection Real-time or near real-time backup for critical documents.		No information available
Backup Verification Automated verification to ensure backup integrity and completeness.		No information available

Native Mobile Apps Availability of dedicated iOS and Android applications.		No information available
Mobile Browser Optimization Web interface optimized for mobile browser use.		Web interface optimized for mobile browsers; use on phone/tablet is supported.
Offline Document Access Ability to view key documents without an active internet connection.		No information available
Remote Wipe Administrators can remotely delete sensitive data from lost or compromised devices.		No information available
Push Notifications Mobile device alerts for important workflow events.		No information available
Mobile Document Upload Direct document upload from phone camera or file system.		Users can upload documents and images from mobile device files or camera.
Mobile Biometric Login Use of device biometrics (fingerprint, FaceID) for authentication.		No information available
Device Enrollment Limits Maximum number of devices that can be registered per user.		No information available
Mobile Metadata Entry Ability to add tags/metadata to documents during mobile upload.		No information available
Mobile Notifications Customization User management of which events trigger mobile alerts.		No information available

Dovetail Document Manager from Dovetail

Product analysis by function

Document Management Systems for Fund Operations

Document Storage and Organization (8 Yes /8 Known /14 Possible features)

Document Access and Security (5 Yes /5 Known /14 Possible features)

Search and Retrieval (5 Yes /5 Known /13 Possible features)

Workflow Automation and Collaboration (3 Yes /3 Known /13 Possible features)

Integration and Interoperability (3 Yes /3 Known /12 Possible features)

Compliance and Regulatory Features (6 Yes /6 Known /12 Possible features)

Performance and Scalability (2 Yes /2 Known /10 Possible features)

User Experience and Interface (5 Yes /5 Known /11 Possible features)

Reporting and Analytics (1 Yes /1 Known /10 Possible features)

Backup, Recovery, and Business Continuity (3 Yes /3 Known /10 Possible features)

Mobile and Remote Access (2 Yes /2 Known /10 Possible features)