| State-based workflow |   |  |  |  |  |   |   |   |
| Workflow email and dashboard notifications |   |  |   |  |  |   |   |   |
| Workflow routing using transition restrictions |   |   |  |  |  |   |   |   |
| ACL control using workflows |   |  |  |  |   |   |   |   |
| Review / approval workflows |  |  |  |  |  |   |   |   |
| Unlimited workflow branches |   |  |   |  |  |   |   |   |
| Automatic workflow association |   |  |  |  |   |   |   |   |
| Automatic triggers for document actions on workflows |   |   |   |  |  |   |   |   |
| Group and roles based task assignment |   |  |  |  |   |   |   |   |
|   | Feature | Capture | Compliance | Security | Process | Collaboration | Search | Integration | Reporting |
 |
| Time-based notifications on individual documents |   |  |   |  |  |   |   |   |
| Automatic Time-based notifications applied to document classes |   |  |   |   |  |   |   |   |
| Unique document Ids |   |  |   |   |   |  |  |   |
| Configurable electronic signature prompts |   |  |  |   |   |   |   |   |
| Electronic signatures audit trails with reasons |   |  |  |   |   |   |   |   |
| Document immutability for records management |   |  |  |  |   |   |   |   |
| Archive documents to separate repository |   |  |   |  |   |   |   |   |
|   | Feature | Capture | Compliance | Security | Process | Collaboration | Search | Integration | Reporting |
 |
| Document discussion threads |   |   |   |  |  |   |   |   |
| Email and RSS notifications for workflows, alerts and subscriptions |   |  |   |  |  |   |  |   |
| Document subscriptions |   |   |   |  |  |   |   |   |
| Email document links from within interface |   |   |   |  |  |   |   |   |
| Email one-time download link |   |   |   |   |  |   |   |   |
| Email documents from within Office Integration |   |   |   |   |  |   |  |   |
|   | Feature | Capture | Compliance | Security | Process | Collaboration | Search | Integration | Reporting |
 |
| Full-text searching on common document formats and emails |   |   |   |   |   |  |   |   |
| Document metadata search |   |   |   |   |   |  |   |   |
| Support for search wildcards |   |   |   |   |   |  |   |   |
| Advanced query builder |   |   |   |   |   |  |  |  |
| Boolean searching (AND/OR) |   |   |   |   |   |  |   |   |
| Save and reuse advanced searches |   |   |   |   |  |  |   |  |
| Share saved advanced searches |   |   |   |   |  |  |   |   |
| Search from within Microsoft Office Integration |   |   |   |   |   |  |  |   |
| Search from Microsoft Windows Desktop Client |   |   |   |   |   |  |  |   |
| Document content preview snippet on search results |   |   |   |   |   |  |   |  |
| Text Extraction for popular document formats |  |   |   |   |   |  |   |   |
|   | Feature | Capture | Compliance | Security | Process | Collaboration | Search | Integration | Reporting |
| Role and group based access control |   |  |  |   |   |   |   |   |
| Role allocation on a folder basis |   |   |  |   |   |   |   |   |
| Organizational units with delegated administrative rights |   |  |  |   |   |   |   |   |
| Granular control of permissions |   |  |  |   |   |   |   |   |
| Active Directory and LDAP integration |   |  |  |   |   |   |   |   |
| TLS Support for LDAP and AD |   |  |  |   |   |   |   |   |
| Dynamic permissions based on metadata |   |   |  |  |   |   |   |   |
| SSL Support |   |  |  |   |   |   |   |   |
| Anonymous access to controlled content |   |  |  |   |  |   |   |   |
| User profiles |   |   |  |   |  |   |   |   |
|   | Feature | Capture | Compliance | Security | Process | Collaboration | Search | Integration | Reporting |
| Document tagging |  |   |   |   |  |  |   |  |
| Tag cloud search and browsing |   |   |   |   |  |  |   |  |
| Customizable document metadata layer |  |  |   |   |  |  |   |   |
| Hierarchical metadata categorization |   |   |   |   |  |  |   |   |
| Cascading metadata field association |   |   |   |   |  |  |   |   |
| Document linking |   |   |   |  |  |  |   |   |
|   | Feature | Capture | Compliance | Security | Process | Collaboration | Search | Integration | Reporting |
| Version history |   |  |   |   |  |   |   |  |
| Capture user comments on actions |  |  |  |   |  |  |   |   |
| Audit trails with comments |   |  |  |   |  |   |   |  |
| Access logs |   |  |  |   |   |   |   |  |
| User activity reports |   |  |  |   |   |   |   |  |
| Workflow reports |   |  |  |   |   |   |   |  |
|   | Feature | Capture | Compliance | Security | Process | Collaboration | Search | Integration | Reporting |
| Bulk upload zip archives |  |   |   |   |   |   |   |   |
| Metadata capture |  |   |   |   |   |   |   |   |
| XML import |  |   |   |   |   |   |  |   |
| Import from server filesystem |  |   |   |   |   |   |  |   |
|   | Feature | Capture | Compliance | Security | Process | Collaboration | Search | Integration | Reporting |
| Checkin/checkout version control |   |  |   |   |  |   |   |   |
| Document locking |   |  |   |   |  |   |   |   |
| Check-out document report |   |   |   |   |  |   |   |   |
| Version history |   |  |   |   |  |   |   |  |
| Document content and metadata comparison |   |  |   |   |  |   |   |   |
| Administrator check-out report and override |   |   |   |  |  |   |   |  |
|   | Feature | Capture | Compliance | Security | Process | Collaboration | Search | Integration | Reporting |
| Configurable dashboard with reporting |   |   |   |  |   |  |   |   |
| Recently viewed documents dashboard list |   |   |   |   |   |  |   |   |
| Checked-out documents dashboard list |   |   |   |   |  |  |   |   |
| Notifications dashboard list |   |   |   |   |  |  |   |   |
| Document and folder quick links dashboard list |   |   |   |   |   |  |   |   |
|   | Feature | Capture | Compliance | Security | Process | Collaboration | Search | Integration | Reporting |
| RSS reader |   |   |   |   |  |  |   |   |
| Conversion to PDF |   |  |   |  |  |   |   |   |
| Automated publishing using workflow |   |   |   |  |  |   |   |   |
| Bulk content zip archive download |   |   |   |   |  |   |   |   |
| Bulk document checkout |   |   |   |   |  |   |   |   |
| Unique URL for all content |   |  |   |   |  |   |  |   |
|   | Feature | Capture | Compliance | Security | Process | Collaboration | Search | Integration | Reporting |
| Microsoft Office XP/2003/2007 integration |  |   |   |   |   |   |  |   |
| Microsoft Windows Desktop integration |  |   |   |   |   |   |  |   |
| Microsoft Outlook integration |  |   |   |   |  |   |  |   |
| Integration with Zoho productivity suite (KnowledgeTreeLive only) |   |   |   |   |  |   |  |   |
| Drop Box for drag and drop from desktop |  |   |   |   |   |   |  |   |
| Automatic email capture from Outlook |  |   |   |   |  |   |  |   |
| Document and XML import for integration with Fax and Bulk Scanning |  |   |   |   |   |   |  |   |
| TWAIN compliant scanner integration |  |   |   |   |   |   |  |   |
| WebDAV |  |   |   |   |  |   |  |   |
|   | Feature | Capture | Compliance | Security | Process | Collaboration | Search | Integration | Reporting |
 |
| PHP-based API |   |   |   |   |   |   |  |   |
| PHP plugin API |   |   |   |   |   |   |  |   |
| RESTful web services API |   |   |   |   |   |   |  |   |
| SOAP-based web services API |   |   |   |   |   |   |  |   |
| Comprehensive API Documentation |   |   |   |   |   |   |  |   |
| Extensible CSS and Smarty Template based user interface |   |   |   |   |   |   |  |   |
| Constructable URLs to content |   |   |   |   |   |   |  |   |
| AtomPub interface compliant with the draft CMIS specification |   |   |   |   |   |   |  |   |
| OpenSearch interface |   |   |   |   |   |   |  |   |