The secure online solution for storing client documents and collaborating on projects
Docutiva is an online document and project management platform empowering team and client workspace collaboration using tickets, tasks, to-do lists, milestones, calendars, blogs and documents.

 
Create custom workspaces for each client or project team with multi-level user access

Share documents, collaborate on tasks, share and view calendars and milestones, create to-do lists, track tickets and post to a project blog or wiki.

Track requests, tasks and milestones and receive alerts when new items are added

Either as your company extranet or corporate intranet, Docutiva lets you track and manage project tasks and client requests using a central online system.

Comply with data protection by encrypting client data and communication

Sending documents by email is insecure and does not adequately protect client data. Docutiva secures your client documentation using 128-bit file encryption.

Reduce email bloat and save time and money on printing, postage and admin

Reduce client support queries and cut down on the print, postage, admin and storage costs involved in preparing and distributing client documentation.

 

Benefits

  • Protects client data during transit
  • Creates an audit trail of communication
  • Reduces print, postage and storage costs
  • Powerful batch uploading across all clients
  • Clients have 24/7 access to documents
  • Manage tasks easily while staff are away
  • Support from London-based support team
  • Configurable to your precise needs
  • Use your corporate logo, colours and domain
  • 128-bit SSL encryption as standard
 

Features

 
Secure document storage

Clients have individual accounts

Secure document storage
Batch document uploads

Upload to clients in one batch

Batch document uploads
Issue & receive tasks

Track workload & progress

Issue & receive tasks
Friendly client workspace

With recent activity feed

Friendly client workspace
Multi-level users

Admins, managers & workers

Multi-level users
Email notifications

For new documents & tasks

Email notifications
Email to client workspace

Upload files & tasks via email

Email to client workspace
Easy batch processes

For users, accounts, files...

Easy batch processes
Powerful search engine

Search across all content

Powerful search engine
Custom branding

Your domain, logo and colours

Custom branding
Security you bank on

Verified by Thawte

Security you bank on
Support & training

We're with you every step

Support & training