Verity Software Features – Document Creation and Management

Document storage – The document storage feature allows businesses to securely store and organize their important files and documents in a centralized digital platform. It provides a convenient and user-friendly interface for businesses to upload, manage, and access their documents in a structured manner. Document storage promotes efficiency, reduces the risk of data loss, and enables easy retrieval of critical information when needed.

Access control – Access control is a security feature that allows businesses to control and manage who has permission to view, edit, or share their stored documents and files. It provides customizable user roles and permissions, ensuring that only authorized individuals can access sensitive information. Access control enhances data security, safeguards confidential documents, and protects against unauthorized data breaches or misuse.

Revoke document access – The revoke document access feature enables businesses to remove or revoke access to specific documents or files for certain individuals or user accounts. This functionality is useful in situations where access permissions need to be updated or revoked due to changes in roles, termination of employment, or other security reasons. Revoke document access ensures data privacy and control, allowing businesses to maintain control over their confidential information.

Supported file types – Supported file types refer to the range of file formats that the document storage platform can accommodate. This feature ensures compatibility and flexibility in storing various file types, such as documents, spreadsheets, presentations, images, and multimedia files. Supporting a wide range of file types makes it easier for businesses to manage and organize their diverse set of documents within a unified platform.

Create folders & sub-folder structure – The create folders & sub-folder structure feature allows businesses to create a hierarchical structure for organizing their documents and files. Users can create folders and sub-folders based on different categories, projects, departments, or any other relevant classification criteria. This feature facilitates efficient document management, improves searchability, and ensures seamless navigation within the document storage platform.

Document Collaboration – The document collaboration feature enables teams and stakeholders to work together on the same document simultaneously. It allows multiple users to access, edit, and contribute to the document in real-time, fostering seamless collaboration and increasing productivity. This feature enhances team communication, reduces version control issues, and facilitates efficient document creation and editing processes.

Document Commenting – The document commenting feature allows users to provide feedback, ask questions, and have discussions within the document itself. Users can leave comments, tag other collaborators for input, and engage in threaded discussions to address specific sections, suggestions, or improvements within the document. Document commenting promotes effective collaboration, encourages transparency, and streamlines the feedback process.

Document Notifications – The document notifications feature sends automated alerts and notifications to relevant users when there are updates or changes to a document. Users can receive notifications about document approvals, comments, new versions, or changes made by others, ensuring that stakeholders are always informed about the latest developments and can take appropriate actions. Document notifications improve communication, facilitate prompt response times, and foster active engagement among collaborators.

Document View History – The document view history feature tracks and records the viewing activities of users for a specific document. It provides a log of who accessed the document, when they accessed it, and for how long. Document view history helps in auditing and tracking document access, ensuring compliance, and maintaining data security. Additionally, it provides insights into user engagement and document relevance, assisting in understanding how documents are used within the organization.

One-Click NDA – A One-Click NDA (Non-Disclosure Agreement) feature streamlines and simplifies the process of creating and generating NDAs. With just a few clicks, users can generate customized NDA templates that are legally sound and tailored to their specific needs. This feature saves time and effort in drafting NDAs from scratch, ensuring that sensitive information remains protected in business dealings and collaborations.

PPM Generator – The PPM (Private Placement Memorandum) Generator feature automates the creation of PPMs, which are legal documents used in offering securities to potential investors. This feature allows businesses to generate accurate and compliant PPMs by simply inputting relevant information and parameters. PPM Generators ensure consistency and accuracy in PPM creation, saving businesses significant time and resources in the preparation of fundraising or investment documents.

One-Click Estate Planning – The One-Click Estate Planning feature simplifies the estate planning process for individuals, allowing them to create basic estate planning documents easily. With just a few clicks, users can generate legal documents such as wills, living trusts, power of attorney, and health care directives. This feature offers convenience and accessibility for individuals to address their estate planning needs while ensuring their assets and wishes are protected.