Note: Minimum 2 users and 1 year subscription. Contact us directly to discuss Site Licenses.
Note: Minimum 2 users and 1 year subscription. Contact us directly to discuss Site Licenses.
Intelligent Uploading
Get back to work fast. Drag-and-drop or email your files. Your uploads are organized in the background. Find a file, and you can view the email that delivered it.
2FA Sign in Protocol
For additional peace of mind, you sign in with two-factor authentication (via email). The extra layer of security is designed to ensure you are the only one who can access your account, even if your password is compromised.
Inbox Zero
Is your mailbox bloated? Receive files in your dedicated Upmonth library for easy, secure archival and retrieval. Upmonth scans your emails for document links and automatically adds the file to your library. You won't have to click on a malicious link again.
Secure Collaboration
Empower your team to share its knowledge without jeopardizing security. You can set granular security features to hide confidential documents with key terms.
Custom Team & Division Privileges Setup
Setup is simple, and access is secure across the application. Teams that need to keep certain documents only visible to themselves can enable cascading privileges by creating divisions and enabling specific team member access.
All of your knowledge in one place
Email a document to your library, and save the conversation. Search for the sender or the document, and find both. It's that easy.
Fastest Finder
Find documents when you need it. No one asks, "where did you file that?" If you are, it's time to upgrade your systems.
24/7 File Synchronization
All your incoming and old files are with you everywhere and at all times. Keep all of your knowledge in your back pocket. Take a meeting in London and keep your team in Singapore up to date in real time. Make decisions with all your documents and the team's support.
Easy to Use
Empower your team to share its knowledge without jeopardizing security. You can set granular security features to hide confidential documents with key terms.
Assisted Document Tagging
Don't waste time filing documents ever again. Your files receive suggested tags like document type, investment fund, effective date, and investment themes. And, if you change your labeling logic, it will change all previous tags for you.
Find patterns in your knowledge
Sift two decades of unstructured data to include in your research work using our intelligent algorithms that connect the dots. Forgotten papers magically appear when you need them.
Never Miss a Document Again
Set an alert and receive an automatic notification. Create custom rules to help your team get its job done better.
Support Most file Types
Upload what you use – PDFs, Word files, spreadsheets, presentations, scanned documents. Your files are read and tabulated in the background so you can find a forgotten file fast.