Overview
What is MetaShare?
MetaShare is a document management solution designed to streamline document management in Microsoft 365 and enhance operational efficiency for organizations. It addresses common challenges such as document search, consistency, duplication, automation, and risk reduction. MetaShare is suitable for businesses...
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Basic
$8.50
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is MetaShare?
MetaShare is a document management solution designed to streamline document management in Microsoft 365 and enhance operational efficiency for organizations. It addresses common challenges such as document search, consistency, duplication, automation, and risk reduction. MetaShare is suitable for businesses of all sizes, including technology companies, construction and engineering firms, energy companies, housing operators, government organizations, banking and finance, healthcare, law, auditing, and construction and real estate.
Key Features
Frictionless work: MetaShare simplifies document management with its intuitive interface, enabling users to effortlessly find and work with the right documents. It eliminates the complexities of navigating through folder structures and offers efficient document search and retrieval based on metadata.
Finds all documents: MetaShare organizes documents using metadata, allowing users to filter and search for documents based on document type, customer, project, and other relevant criteria. This ensures quick and accurate access to the required information, minimizing time spent searching for documents.
Ensures a consistent approach: MetaShare enforces a consistent approach to document management by requiring users to set mandatory metadata tags when creating or uploading documents. It also provides centrally stored document templates with predefined metadata, promoting standardized document creation and organization.
Make sure there are no duplicates: MetaShare prevents document duplication by implementing a unified metadata structure and intelligent tagging based on selected filters. Users can easily identify existing documents and avoid creating duplicates, ensuring data integrity and eliminating redundancy.
Automated: MetaShare automates document management processes such as archiving and reminders, reducing manual effort and improving operational efficiency. It automatically deletes or archives outdated documents based on predefined rules and sends automated reminders for document review and action, ensuring timely and proactive management.
Deletes or archives old documents: MetaShare offers automated document retention management, allowing users to define retention periods and rules for deleting or archiving documents. This ensures compliance with legal and regulatory requirements while maintaining an organized and clutter-free document repository.
Reminding you when it’s time to act: MetaShare sends automated reminders to users for document review, approval, or other necessary actions. Users can set review dates or deadlines, and the system sends notifications to ensure timely attention to critical documents, enhancing productivity and compliance.
Continuous improvements fully automatic: MetaShare continuously enhances document management processes by automatically applying updates and changes to configurations across all workspaces. This eliminates the need for manual updates and ensures that all users benefit from the latest enhancements, providing a seamless and consistent user experience.
Fewer risks: MetaShare mitigates risks associated with document management by facilitating compliance with laws and regulations. It provides features such as automated archiving, version control, and document tracking, reducing the risk of document loss, unauthorized access, and non-compliance.
Ensuring you comply with laws and regulations: MetaShare assists organizations in complying with laws and regulations by offering features such as automated archiving, retention policies, and document tracking. It ensures proper document management and storage according to legal requirements, enabling organizations to demonstrate compliance and reduce legal risks.
MetaShare Features
- Supported: Alerts/Notifications
- Supported: Archiving & Retention
- Supported: Audit Trail
- Supported: Collaboration Tools
- Supported: Commenting/Notes
- Supported: Compliance Tracking
- Supported: Customizable Templates
- Supported: Document Classification
- Supported: Document Generation
- Supported: Drag & Drop
- Supported: File Conversion
- Supported: File Recovery
- Supported: Offline Access
- Supported: Optical Character Recognition
- Supported: Search/Filter
- Supported: Third Party Integrations
- Supported: Version Control
- Supported: Workflow Management
- Supported: Access Controls/Permissions
- Supported: Data Retention Management
- Supported: Data Storage Management
- Supported: Document Management
- Supported: Multimedia Archiving
- Supported: Web Archiving
- Supported: Approval Process Control
- Supported: CRM
- Supported: Contract Lifecycle Management
- Supported: Full Text Search
- Supported: Government Contracts
- Supported: Pre-built Templates
- Supported: Reminders
- Supported: Specialty Contracts
- Supported: Team Collaboration
- Supported: Document Check-in/Check-out
- Supported: For Engineering Documents
- Supported: Revision History
- Supported: Version Comparison
- Supported: Version Rollback
- Supported: Content Management
- Supported: Digital Asset Management
- Supported: Mobile Access
- Supported: Real Time Synchronization
- Supported: API
- Supported: Cataloging/Categorization
- Supported: Data Import/Export
- Supported: Reporting & Statistics
- Supported: Contract/License Management
- Supported: Email Management
- Supported: Video Support
MetaShare Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Web-Based, Mac, Windows |