A comprehensive document management solution integrated into project management, allowing users to share, collaborate on, and secure documents, along with task management capabilities.
Platforms for storing, organizing, retrieving, and managing electronic documents related to fund operations, including statements, confirmations, legal documentation, and other records.
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Folder Hierarchies Ability to organize documents within nested folders and subfolders for logical grouping of records. |
Product documentation shows folders/subfolders for document organization. | |
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Tagging and Metadata Ability to assign tags and metadata (such as document type, date, and fund name) to enhance search and classification. |
Screenshots and help guides show use of tags and custom metadata for improved search. | |
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Bulk Upload Upload multiple documents at once to improve efficiency. |
Product page explicitly lists bulk upload capabilities. | |
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Version Control Track and manage multiple versions of a document with rollback and history features. |
Version control and document history featured in user guide. | |
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Document Templates Pre-defined templates for frequently used document types. |
No information available | |
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OCR (Optical Character Recognition) Ability to extract text from scanned or imaged documents to enhance searchability. |
No information available | |
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Document Size Limit Maximum allowed size per uploaded document. |
No information available | |
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Overall Storage Capacity Total document storage capacity provided by the system. |
No information available | |
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Drag-and-Drop Upload User-friendly drag-and-drop interface for adding documents. |
Product demo videos show drag-and-drop capability for document uploads. | |
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Automatic File Naming Conventions Ability to standardize naming of documents during upload or save. |
No information available | |
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Duplicate Detection Identification and warning about duplicate document uploads. |
No information available | |
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Document Retention Policies Enforce retention, archiving, and deletion rules based on policy and compliance. |
Document retention and archival policies are discussed in their compliance documentation. | |
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Audit Log Track all actions performed on documents for compliance and monitoring. |
Audit log features are shown in admin screenshots. | |
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Custom Taxonomy Support Support for building customized taxonomies according to fund needs. |
Not as far as we are aware.* No references in documentation to custom taxonomy support. |
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Role-Based Access Control Granular access permissions based on user roles. |
Detailed user permissions/roles are in admin, and RBAC is mentioned on product page. | |
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Single Sign-On (SSO) Integration Integration with enterprise SSO providers for authentication. |
Orangescrum supports SSO (LDAP, Google) as stated in support and integration guides. | |
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Two-Factor Authentication (2FA) Support for two-factor authentication for user logins. |
Admin/security documentation references 2FA configuration for user login. | |
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Document Encryption (At Rest) Encryption of documents stored within the system. |
Data sheet mentions document encryption at rest. | |
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Document Encryption (In Transit) Encryption using HTTPS/TLS during upload/download. |
HTTPS and TLS encryption for all data in transit are mentioned in security FAQ. | |
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Watermarking Ability to watermark sensitive documents to deter unwanted sharing. |
No information available | |
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Expiry Links / Secure Sharing Time-bound and access-controlled sharing of document links. |
Secure sharing features include expiry links and link-based permissions. | |
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Access Logging Detailed tracking of which users accessed which documents and when. |
Access logging for user/document access is documented. | |
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Granular Permission Settings Set permissions for view, edit, or download at the document or folder level. |
Granular permission controls shown in screenshots (view, edit, share etc.). | |
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IP Restrictions Restrict access based on IP address ranges. |
No information available | |
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User Activity Monitoring Monitor user activities related to document access and downloads in real time. |
User activity logs and monitoring are available to admins. | |
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Remote Document Deletion Ability to remove access to documents remotely if needed (e.g., when permissions change). |
Admin can revoke document access remotely after permission changes. | |
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Legal Hold Capabilities to place legal holds on documents for compliance or litigation purposes. |
No information available | |
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Data Loss Prevention (DLP) Integration Integrate with DLP solutions to prevent sensitive data exfiltration. |
No information available |
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Full-Text Search Ability to search for keywords throughout document content. |
Full-text document search capabilities highlighted in product tour. | |
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Advanced Search Filters Filter results by attributes such as date range, type, fund, tags, or uploader. |
Search filters by date, uploader, and type available in product UI. | |
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Search Speed Typical time to return results for a simple search. |
No information available | |
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Saved Search Queries Ability to save commonly used search configurations. |
Option for saving search queries shown in help documentation. | |
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Search Result Export Export search results to Excel, PDF, or other formats. |
Export search results via CSV/PDF is available. | |
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Faceted Search Support for search refinement using hierarchical facets (i.e., fund, year, document type). |
No information available | |
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Multi-Language Search Support for search queries in multiple languages. |
No information available | |
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Recent Searches Access a personalized history of recent search queries. |
No information available | |
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Search Result Ranking Prioritize and order search results by relevance. |
No information available | |
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Wildcard and Fuzzy Search Advanced search capabilities with partial matches or misspellings. |
Wildcard search with partial matches shown in product documentation. | |
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Batch Retrieval Retrieve and download multiple documents with a single action. |
Batch download option is shown for multiple search results. | |
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Quick Preview Preview contents of documents directly in the search results window. |
Preview pane in search and folder results permits quick document preview. | |
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Search Audit Trail Log and monitor search activities for compliance. |
Audit trail for search actions provided in compliance modules. |
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Document Approval Workflows Support for custom approval flows, including multiple reviewers and sequential or parallel approval. |
Approval workflows (sequential/parallel) are discussed and shown as core features. | |
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Task Assignment Assign review or follow-up tasks related to specific documents. |
Task assignments tied to documents shown in solution overview. | |
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Workflow Templates Reusable workflow structures for recurring fund processes. |
No information available | |
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Automated Reminders and Notifications Trigger email or system notifications based on workflow events (e.g., pending approvals, expiries). |
Automatic notification and reminders for document actions discussed in documentation. | |
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Commenting and Threaded Discussions Support threaded communication on documents for context and audit trail. |
Commenting and message threads appear in document review UI. | |
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Document Checkout/Check-in Prevent conflicting edits by requiring check-out for editing and enforced check-in. |
No information available | |
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e-Signature Integration Integration with electronic signature platforms for contract finalization. |
e-signature integrations (such as SignEasy, DocuSign) are selectable from workflow setup. | |
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Collaboration Limits Maximum number of simultaneous collaborators per document. |
No information available | |
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Automated Filing Automatic categorization or routing of documents based on metadata. |
Automated filing based on tags/metadata shown in configuration options. | |
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Escalation Rules Automated escalation paths for overdue approvals or reviews. |
Escalation and notification rules for overdue items are mentioned in the workflow documentation. | |
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Workflow Status Dashboards Visual dashboards for workflow status, bottlenecks, and pending tasks. |
Workflow dashboards for tracking approvals and bottlenecks are available. | |
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Integration with Communication Tools API or direct integration with email, Slack, Teams, or similar platforms. |
API and direct integrations with Teams, Slack, and email are supported. | |
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Workflow Audit Logs Detailed logs of workflow actions and status changes for compliance. |
Workflow logs and change histories are part of the compliance feature set. |
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API Access Provision of RESTful or SOAP APIs to enable integration with external systems. |
RESTful API is available and documented for developers. | |
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Data Import/Export Support for importing and exporting data using CSV, XML, or other common formats. |
CSV/XML import/export is detailed in help and settings. | |
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Integration with Core Fund Systems Direct connectivity with accounting, portfolio management, and trade order management platforms. |
Integration options available for accounting/project management systems. | |
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ERP Integration Capabilities to link with enterprise resource planning software. |
No information available | |
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Single Sign-On (SSO) Providers Supported Number of SSO providers that can be integrated. |
No information available | |
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Email System Integration Pull documents directly from corporate email for filing. |
Email integration for direct document capture/filing shown in features list. | |
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Custom Script Support Support for deploying custom automation scripts. |
No information available | |
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Mobile App Integration APIs or connectors for use within mobile platforms. |
APIs and integrations for mobile apps allow use within mobile platforms. | |
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Webhook Support Ability to trigger events in other systems via webhooks. |
No information available | |
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Integration Marketplace Access to a marketplace of pre-built integrations (e.g., DocuSign, Salesforce). |
No information available | |
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SSO Protocols Supported Types of SSO protocols supported (e.g., OAuth, SAML, OpenID). |
No information available | |
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Third-party Audit Trail Integration Push audit data to third party GRC (Governance, Risk, and Compliance) platforms. |
No information available |
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Regulation-Specific Retention Rules Configurable retention settings for compliance with SEC, MiFID, AIFMD, etc. |
Retention rule setup interfaces include regulation-specific templates. | |
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WORM (Write Once, Read Many) Support Technological support for immutable storage required for compliance. |
No information available | |
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Audit Trail Generation Automatic and comprehensive audit trail for user/document actions. |
Audit logs for all user/document actions are generated automatically. | |
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Access Certification Workflows Process for periodic recertification and validation of access rights. |
No information available | |
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Legal Hold Management Support placing and removing legal holds for litigation readiness. |
No information available | |
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GDPR and Privacy Support Controls and settings to satisfy GDPR and other privacy laws. |
Settings and controls for GDPR/data privacy are discussed in trust and legal policies. | |
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eDiscovery Tools Built-in support for document collection and export for audits or investigations. |
No information available | |
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Compliance Policy Enforcement Capabilities to enforce internal and regulatory document policies. |
Compliance settings allow for enforcement of document policies and permissions. | |
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Automated Compliance Reporting Automatic generation of compliance status and incident reports. |
Compliance and incident reporting available as pre-built or configurable reports. | |
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Customizable Audit Fields Track and include client-specific fields in audit logs. |
No information available | |
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Regulatory Archive Integration Ability to connect with regulatory-compliant offsite or cloud archive providers. |
Documentation mentions offsite/cloud archive provider integrations for compliance. | |
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Tamper Evident Logs Logging system that makes record tampering easily detectable. |
No information available |
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Concurrent User Capacity Maximum supported number of simultaneous users without performance degradation. |
No information available | |
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Supported File Count Number of documents the system can manage efficiently. |
No information available | |
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Maximum Upload Speed Speed limit of document upload per session. |
No information available | |
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Uptime SLA Guaranteed system uptime per contractual agreement. |
No information available | |
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Response Time Average platform response time for user actions. |
No information available | |
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Redundancy and Failover Automatic failover and redundancy mechanisms for continuous availability. |
Cloud-based architecture supports automatic failover/redundancy for uptime. | |
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Load Balancing Built-in load balancing to distribute user activity evenly. |
Load balancing and scaling support described in IT architecture overview. | |
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Scalable Storage Backend Ability to expand storage seamlessly as document volume grows. |
Product scales storage dynamically as files are added (cloud storage backend). | |
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Multi-Region Deployment Deploy system instances across multiple regions for performance and disaster recovery. |
No information available | |
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Disaster Recovery Time Objective Expected time to recover from a major system disruption. |
No information available |
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Intuitive Dashboard User-friendly interface with a central dashboard for navigation and alerts. |
Dashboard-based interface is shown as primary user environment. | |
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Customizable Views Users can customize views and sort orders to fit individual preferences. |
Customizable UI views and filters referenced in product demo. | |
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Accessibility Compliance Support for ADA/WCAG accessibility standards. |
No information available | |
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Responsive Design Interface adapts for use on mobile, tablet, and desktop. |
UI adapts to mobile, tablet, and desktop, per documentation and demo. | |
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Multi-Language UI User interface can be displayed in multiple languages. |
No information available | |
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In-app Help and Tutorials Onboarding help, guides, and contextual tutorials built-in. |
No information available | |
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Theme/Brand Customization White-labeling or branding capabilities. |
White-labeling and user branding options are mentioned in the feature list. | |
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Keyboard Shortcuts Support for keyboard shortcuts to speed up navigation. |
No information available | |
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Pinned / Favorite Documents Ability to pin or favorite documents for quick access. |
Users can pin/favorite important documents for quick access. | |
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Recent Activity Feed List/display of recent user and document activity. |
Recent activity display (per user and team) is included in dashboard. | |
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Notification Center Central repository for all user alerts and notifications. |
Centralized notification/alerts center is built into the main UI. |
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Activity Reports Usage reports on uploads, downloads, shares, and other activities. |
Reports on user and document activity downloadable in admin section. | |
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Document Lifecycle Reports Reporting on document creation, changes, and deletion history. |
No information available | |
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Compliance Reports Pre-built or configurable reports supporting compliance audits. |
Compliance report templates are available for audits. | |
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System Health Dashboards Visualization of system uptime, usage, and performance metrics. |
System health and usage dashboards available for IT monitoring. | |
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Custom Report Builder Ability for users to build and schedule custom reports. |
No information available | |
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Exportable Analytics Data Export analytics and reporting data in various formats for additional analysis. |
Admin/analytics data exportable in CSV format. | |
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Report Scheduling Automated generation and delivery of periodic reports (daily, weekly, monthly). |
No information available | |
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User Adoption Metrics Measure adoption and usage across teams or departments. |
No information available | |
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Exception Reports Highlight documents or actions that fall outside of expected controls or workflows. |
No information available | |
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API Access to Reports Developer access to raw report data via API. |
No information available |
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Automated Backups Regular, scheduled backups of all document and metadata. |
Daily/weekly scheduled backup features are listed in admin guides. | |
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Backup Frequency Interval at which backups are performed. |
No information available | |
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Point-in-Time Recovery Recovery to a specific point in time in the event of data loss. |
Point-in-time document restore appears in administrative options. | |
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Offsite Backup Storage Copies of backups stored in geographically separate locations. |
Backups are stored in redundant, geographically separate data centers. | |
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Recovery Time Objective (RTO) Estimated time required to restore service after an incident. |
No information available | |
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Recovery Point Objective (RPO) Maximum tolerable period in which data might be lost. |
No information available | |
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Backup Encryption Backed up data is encrypted at rest. |
Backup encryption at rest specified in security/IT documentation. | |
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Disaster Recovery Testing Regular, scheduled disaster recovery drills/tests. |
Documentation mentions regular disaster recovery testing for business continuity. | |
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Continuous Data Protection Real-time or near real-time backup for critical documents. |
No information available | |
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Backup Verification Automated verification to ensure backup integrity and completeness. |
Backup verification and validation is automated, per technical specifications. |
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Native Mobile Apps Availability of dedicated iOS and Android applications. |
Native mobile apps for iOS and Android available. | |
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Mobile Browser Optimization Web interface optimized for mobile browser use. |
Web interface is optimized for mobile browser use. | |
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Offline Document Access Ability to view key documents without an active internet connection. |
No information available | |
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Remote Wipe Administrators can remotely delete sensitive data from lost or compromised devices. |
No information available | |
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Push Notifications Mobile device alerts for important workflow events. |
Mobile device push notifications available. | |
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Mobile Document Upload Direct document upload from phone camera or file system. |
Users can upload documents directly from phone camera or file. | |
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Mobile Biometric Login Use of device biometrics (fingerprint, FaceID) for authentication. |
Login via device biometrics supported for mobile apps. | |
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Device Enrollment Limits Maximum number of devices that can be registered per user. |
No information available | |
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Mobile Metadata Entry Ability to add tags/metadata to documents during mobile upload. |
Metadata/tags can be set during mobile uploads. | |
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Mobile Notifications Customization User management of which events trigger mobile alerts. |
No information available |
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