ShareMethods^® Sales & Marketing Portal

• Central Repository for Sales, Marketing, Support, and Partners: Secure, anytime, anyplace access to documents and best practices organized in browsable categories. Users can easily add, search, browse, view, and edit documents and properties, with complete document version control and rollback capability. Categories can be added dynamically.
• Full Text Search and Indexing of all documents: Full text search and indexing across Microsoft Office, Adobe Acrobat PDF, HTML pages, Zip, and text files with keyword highlighting of search matches. And support for advanced search.
• Filtering: Filter files based on tags, author, location, etc. using faceted search with Ajax interface.
• Analytics and Reporting: Users have access to rich document analytics to gain a detailed understanding of how documents are being used and distributed inside and outside an organization.
• Collaboration and Feedback Tools: Approval and review workflows, comments, user rating, and messaging allow direct user feedback to rapidly improve products and services.
• Secure Content Sharing / Email Notification Engine: Secure content sharing with customizable email notifications of relevant content for users and distribution lists, using secure links or direct email attachments.
• Work Spaces or Portals - "ShareSpaces": Completely independent work areas can be created to easily collaborate with customers, partners, teammates, etc. with the option to publish files from one space to another.
• E-Signature: Users can send documents out for electronic or written signature directly from ShareMethods using EchoSign.
• Publish Content: Easily publish selected documents to your websites or email templates.
• Subscriptions and Alerts: Users can subscribe to any category of documents and receive automatic email notifications and alerts when content is uploaded.
• Client Configurable User Interface: Innovative approach for a configurable user interface to organize materials precisely tailored to client business process and end user needs. Also, clients can select color themes, customize emails, and customize their login page including a unique URL.
• Quick Access to Important Information: Quick Share: Quick sharing of sales and marketing team feedback via discussion boards; Quick Lists: Lists of new, most highly rated, and most downloaded documents; Quick Links: Useful links to sales and marketing web resource
• Document Sorting Support: Users can sort documents in the list view by title, modification date, and size, combined with document icons.
• Document Shortcuts: A single document can be referenced and searched in multiple locations using only one stored and managed document.
• Document Expiration: Files that are anticipated to be obsolete in the future can be set to be automatically deleted on a specified date.
• Web Portal Upload: easily add document upload capability to your portal or website.
• Role Based Access: Classes of user access defined with user roles for content managers, distributors, collaborators, administrators, and readers.
• Security: SSL encryption support, and permissions can be set to control which users or groups can see which categories and which files — allowing very precise control over security of documents.
• SAS 70 Type II Hosting Center: the highest level of certification and security for hosting on-demand applications.
• Open Architecture: Built upon open standards, secure, and high availability architecture.