Do I Need Enterprise Edition?
We often get asked the question “Do I Need Enterprise Edition or Can I Use Archival Edition?” The answer is – it depends on how you plan to use DocMgt. For simple store and retrieve needs you can use Archival Edition. But for Single Sign On with Azure Active Directory or for auto-indexing documents such as invoices you will definitely need Enterprise. The list below shows the features that are part of Enterprise Edition. This list should help you see if you need it.
Enterprise Edition Differences
Workflow
Workflow is only available in Enterprise Edition. If you need any type of automation, processing, or AI / Machine Learning then Enterprise is required.
E-forms
E-forms are only available in Enterprise Edition. If you wish to build electronic forms to gather from or display information to users or the public, then you will need Enterprise.
Collaboration Portals
Collaboration Portals are only available in Enterprise Edition. If you need more interaction with external users, then Enterprise edition is required.
QuickBooks / QBO Support
QuickBooks Online support is available on Enterprise edition. If you need to work with a single QBO account or multiple QBO accounts, you will need Enterprise Edition. Most companies just use a single QBO account for their work. But for accountants who process invoices for multiple customers or for companies with multiple sets of books it would be worthwhile to upgrade to Enterprise. This will allow them to use DocMgt’s AI / Machine Learning along with simple “click indexing” to handle most of the load. Then, when done, transfer the invoices directly to their customer’s QBO account. They can even use Collaboration Portals for the customers to approve invoices before putting them into QBO.
DocuSign Support
Enterprise Edition integrates with DocuSign. Whether you use a single DocuSign account or multiple, Enterprise can handle it. You can have as many DocuSign accounts linked into the system as you need so the documents you send out are properly treated and processed.
Single Sign On
Single Sign On (SSO) is only available in Enterprise Edition. SSO allows users to sign in to DocMgt using a centralized set of credentials. This cuts down on password management for the users and simplifies user management for IT. Here is a Wikipedia definition of Single Sign On. As of this writing we support Azure Active Directory and Google for SSO interfaces. Use of SSO is normally dictated by management or IT.
This is not a complete list of all differences, but we hope this article helps you. For a quick overview of each edition, check out our DocMgt Editions page.