Smart Access

Team members need to manage and access documents at home, the office, the airport, or wherever. File sharing tools aren’t always useful, as you can’t easily find documents across teams. And many Enterprise Content Management tools restrict you from accessing documents on the go.

KnowledgeTree makes it easy to find, share, and manage documents from anywhere. Browser-based access means rock-solid security without complex VPNs to manage. Now you’re always connected to your documents and the Smart Tools you use to manage them.

Powerful mobile tools for Android and Apple iPhone and iPad let you easily view and manage documents. So, you can search for and view documents while away from your desk. You can save files to secure vault on your device for later viewing. And you can manage documents with Smart Tools like subscriptions.

Smart Office Tools

Microsoft Office tools are one of the most common ways for teams to create contracts, presentations, proposals, and other documents. You need to make it easy to share and edit documents, without having to leave the Microsoft tools you use every day.

KnowledgeTree provides Smart Integrations for Microsoft Office. Now you can create a document and instantly save it to your KnowledgeTree document vault. You can even download and edit documents from the vault, and synchronize versions with your peers. That means creating, collaborating on, and sharing documents is as simple as using the Microsoft Tools your team is already used to.

Smart Extensions

Teams across your company work with a variety of business applications. For example, your sales, marketing, and services teams generally work with a Customer Relationship Management (CRM) system. That means it is often convenient for these teams to make documents, like sales proposals, accessible via their CRM tool.

KnowledgeTree gives your teams flexible access to their documents. Integrations into CRM tools like SugarCRM and other tools let your team save files in their CRM and have it instantly synchronized to the KnowledgeTree vault. That means that customer-facing teams have instant access to key documents without leaving the CRM tool they depend on.

You can also populate your document vault using your scanner, fax application, and capture technologies like Kofax® Capture and CAPSYS Capture. You can even add documents with form, bar code, and OCR content to your vault and workflow.