Name: Boilerplate
Author: Boilerplate

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Functional Testing

Development

Business Intelligence (BI)

Collaboration

Data Extraction

Dropshipping

Emissions Management

Intellectual Property (IP) Management

Privacy Policy Generators

Statistical Analysis

Workflow

Enterprise

Accounting

Accounts Payable

Crypto Tax

Online Trading

Subscription Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Compliance

HR Management

Payroll

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

AI Governance

Authorization

Cloud Storage

Custom Software Development Services

Data Center Virtualization

DevSecOps

Fraud Detection

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Public Cloud Infrastructure

Network Performance Monitoring

Secure Email Gateway

Sensitive Data Discovery

Session Border Controllers

System Monitoring

Time Series Databases

Tower Servers

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Content Management

Email Marketing

Market Intelligence

Marketing Automation

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Lead-to-Account Matching and Routing

Sales Enablement

Sales

Cloud Infrastructure Entitlement Management

Secure Service Edge (SSE)

Security

Architecture

Banking

Digital Forensics

Financial Services CRM

Internet of Medical Things

Vertical-Specific

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Boilerplate is a versatile cloud-based document management software designed to streamline the collection and tracking of files and documents. According to the vendor, it caters to a wide range of industries and professions, including tax professionals, schools, healthcare organizations, customer onboarding, and credential tracking. Boilerplate offers tailored solutions to meet specific document management needs, whether for small startups or large corporations.

## Key Features

**Tax Credit Document Onboarding**: This feature allows users to set personalized requirements for each client based on their persona. It aims to streamline the collection and tracking of sensitive tax credit documents with built-in review queues, reminders, and an organized client portal.

**School Employee Digital Onboarding**: Simplify the onboarding process for new hires in schools by digitizing the entire process. Users can manage and monitor onboarding from a centralized platform, utilizing customizable workflows and automated reminders for compliance.

**Healthcare Employee Document Onboarding**: Streamline the onboarding process for healthcare organizations by collecting forms, licenses, transcripts, clearances, and more in one portal. It also provides links to interactive training and orientation guides for new hires, aiming to reduce paperwork, improve transparency, and enhance the onboarding experience.

**Remote Customer Onboarding**: Streamline the digital client onboarding process by collecting forms, files, and e-signatures seamlessly. It aims to replace email attachments and manual follow-ups with an efficient system, improving the customer experience and reducing administrative tasks.

**Automated License, Credential, Certificate, and Clearance Expiration Tracking**: Simplify the tracking of licenses, credentials, certificates, and clearances. Users can request, upload, monitor, and track document expiration. The vendor claims it provides real-time tracking and reminders for compliance, secure storage, and easy access to relevant documents.

**Embeddable Document Intake Portal**: Embed a document intake portal into your website. It enables the gathering of digital forms, PDFs, e-signatures, and file requests directly from a link on the site. This eliminates the need for clients to download files or send email attachments, simplifying workflow and enhancing the customer experience.

DocuWare’s document management software delivers digital workflow and document control to boost productivity without the need for IT resources. Its cloud and on-premises products are presented as a best-fit solution for companies seeking to digitize, automate and transform key processes. DocuWare is headquartered in New Windsor, NY, and their solution is presented as a DCM, or lightweight ECM.

Base

Large Enterpriser

DocuWare

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Boilerplate

Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

Document Management

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Boilerplate

Overview

What is Boilerplate?