LiveFile360

LiveFile360

LiveFile360 is a robust enterprise document management system seamlessly integrated with enVisual CRM360. It allows for efficient linking of files to entities, enabling rapid searches for compliance-related documents. Featuring secure access across a global cloud network, users can effortlessly retrieve client files from anywhere, enhancing productivity and compliance management.

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Top LiveFile360 Features

  • Integrated compliance experience
  • Rapid global search capabilities
  • Secure document storage
  • User-friendly interface
  • Customizable document workflows
  • Metadata linking for easy retrieval
  • Centralized client file management
  • Automated document version control
  • Real-time collaboration tools
  • Seamless CRM integration
  • Multi-device accessibility
  • Comprehensive audit trails
  • Customizable user permissions
  • Efficient document sharing mechanisms
  • Automated compliance alerts
  • Intuitive document categorization
  • Advanced search filters
  • Integration with accounting data
  • Secure external communication features
  • Enhanced data security measures