There are many reasons to invest in a Therefore system for your business. One common option for company documents is a local networked file sharing server. Here’s our list of reasons why Therefore blows this solution away and what critical business features you’ve been missing out on.
Access Therefore from anywhere
With Therefore, you can access not only your files but also workflow processes, view reports, and complete E-Forms from your phone or tablet anywhere with Therefore Go.
Therefore Workflow Automation
Therefore enables business process specific automation to create, update, and modify files, request input from users, make decisions, and even call third party providers. These workflow processes can be used to enforce that tasks are completed a certain way for ensure process consistency and no mistakes.
Therefore tracks document changes
Therefore tracks and manages changes to documents to that multiple authors can work collaboratively and not destructively. When a user edits a document, they check it out. This document can be edited online or offline. When the document is checked back in, the changes are saved as well as a note to what changes were made. Messed something up? All previous versions of the document are available as well.
Therefore provides an audit trail
Do you have multiple people with access to your documents at the same time? It’s hard to know who did what and when. Therefore keeps track of all document changes and automation history including date and time, who it was, and what they were doing.
Therefore does full text search
Lost a file? Full text search helps where metadata search can’t. Therefore will help you searching for you through every available file to find your missing document — even if it’s named “10 more invoices.pdf”.
Therefore uses document specific metadata
Therefore categories enable you to store metadata about your document to intelligently view, search, and build automation. With this metadata, you can look at what matters about your document instead of just file name, file size, and date modified. Want to know what invoices you’ve received from a specific vendor over $1000? This tool is for you.
Therefore backs up all your documents by default!
When a document is saved to Therefore, it’s saved on your computer and a minimum of two Therefore servers. Therefore Online servers are backed up regularly for even more replicas.
Therefore uses redundant storage by default!
Therefore requires a minimum of two redundant locations to store your data. With Therefore Online, these locations are setup to be geographically diverse and resistant to environmental disaster.
Therefore provides document validation
Therefore uses a mix of validation and index data types to make sure the metadata you store with your document makes sense. With this feature, you can require certain fields, make fields require a number, date, time, dollar amount, etc. Even phone numbers and postal codes! If the user doesn’t input information in the format you require, the user won’t be able to save the document.
Linked documents provide easy lookup
Therefore enables you to quickly switch between different but interrelated documents. Does your invoice have a customer number attached? From just a click, you can switch from invoice details to customer info to work orders and more.
Therefore supports E-Signatures
Last but definitely not least: Therefore supports E-signatures in all internally facing documents as well as in externally facing e-Forms. Signature by user and device is supported.
Large numbers of documents
Therefore is designed around the requirements of managing huge amounts of data. So unlike opening browsing your network share and waiting for it to load every document every time, Therefore only shows you the first 500 (configurable) for speed. No slowdowns here.
Use your existing user directory
For larger companies with existing infrastructure, you can connect your LDAP or Active Directory user database through to Therefore. Users then only have one account to manage for everything and administrators have a familiar interface with which to manage users.
Advanced user and group security features
From small business all the way up to enterprise, security is important. With Therefore’s advanced security features, you can select one user, a team, or even the organization to access document information with exacting detail.