DocsNow: Document Collection and Management Software
DocsNow helps businesses in sectors like lending, healthcare, and legal gather and manage client documents. It is designed for teams that want to reduce manual follow-up emails during application or onboarding processes.
At a glance
- Category
- Browse Productivity tools
- Best for
- SBA and mortgage lenders, Government agencies, HR managers, Legal and financial firms, Healthcare administrators
- Pricing
- DocsNow offers a Free plan (1 user, 3 requests/month, 10GB storage) and a Pro plan (1 user, 20 requests/month, 25GB storage). Enterprise pricing is custom.
- Key use cases
- Loan Processing, Grant Applications, HR Onboarding, Medical Record Management, Legal Compliance
- Integrations
- Google Drive, SharePoint, OneDrive, Plaid, Zapier
- Official website
- Visit docsnow official website
DocsNow is a document management system designed to handle the process of requesting, collecting, and storing business files. The platform includes DocsNow Collect for gathering documents and DocsNow ECM for content governance and indexing.
It is intended for organizations that handle sensitive paperwork, such as mortgage lenders, HR departments, and government agencies. The software supports the creation of fillable forms and provides digital signatures to help reduce the need for printing and scanning.
Buyers should confirm their specific security requirements; the platform includes SOC 2 Type II compliance and document-level access controls. Users requiring full enterprise content management should verify the features of the custom Enterprise plan.
Key Features
DocsNow Collect
A tool for requesting and gathering documents from clients with automated reminders and status tracking.
DocsNow ECM
Enterprise content management that uses metadata and indexing to help users locate documents.
E Sign
A digital signature tool for approving contracts and compliance documentation.
Fillable Form Creator
Supports the design of interactive and customizable forms for surveys, applications, or contracts.
AI Fraud Detection
Uses artificial intelligence to help identify fraudulent documents during the collection process.
Granular Access Control
Supports managing permissions at the individual document level.
Use Cases
Loan Processing
Collecting credit reports and bank statements from borrowers to support loan approval workflows.
Grant Applications
Gathering and managing residency proof and property records for government grant programs.
HR Onboarding
Using digital signatures and fillable forms to collect new hire paperwork and compliance documents.
Medical Record Management
Providing clinicians and staff with secure access to patient information and medical records.
Legal Compliance
Digitizing the management of legal policies and compliance workflows.
Best For
- SBA and mortgage lenders
- Government agencies
- HR managers
- Legal and financial firms
- Healthcare administrators
Integrations
- Google Drive
- SharePoint
- OneDrive
- Plaid
- Zapier
- SMS
Pricing
DocsNow offers a Free plan (1 user, 3 requests/month, 10GB storage) and a Pro plan (1 user, 20 requests/month, 25GB storage). Enterprise pricing is custom.
FAQ
What is DocsNow Collect used for?
- DocsNow Collect is designed to help businesses request and gather documents from clients, using automated reminders to reduce manual follow-up emails.
Does DocsNow support digital signatures?
- Yes, the platform includes an E Sign feature that allows organizations to sign legally binding documents and approve contracts digitally.
Which pricing plan is right for my business?
- The Free plan supports 3 requests per month and the Pro plan supports 20. Businesses needing more users or higher request volumes should confirm the custom Enterprise plan.
Is DocsNow secure for sensitive data?
- DocsNow is SOC 2 Type II compliant and provides encryption and granular access controls at the document level.
Source category: Productivity
Source subcategory: Document Management
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Categories
Software Type
How AI is used
DocsNow is a document management tool for businesses in regulated industries, such as lending and healthcare. It supports workflows for requesting documents, digital signatures, and AI-powered fraud detection. The free and pro plans are limited to a single user.
Pros & Cons
Pros
- Includes SOC 2 Type II compliance
- Combines document requests, signatures, and storage in one platform
- Provides automated reminders to reduce manual follow-ups
- Supports document-level permissions for sensitive data
Cons
- The Free plan is limited to 3 requests per month
- Detailed pricing for the Enterprise tier is not publicly available
- The Pro plan is limited to a single user
