Digital Document Management Software

A sophisticated Digital Records Management solution has become a necessity as the quantity of digital records explodes and the siloes that house those documents have proliferated. Corporate efficiency and compliance are at risk without a partner and platform like VisualVault, which keeps every record easily-available and audit-ready.

Organize, Optimize and Secure Your Paper and Digital Records.

Our platform is well-suited to processing high volumes of high-value data in highly-regulated industries, organizing that data, employing it and securely storing it based upon unique compliance requirements.

Additionally, important records that exist only in paper form can be scanned and indexed by our sister company, GRM Information Management, for easy incorporation into your digital archive.

Processing

Our document analysis engine reviews, analyzes and defines documents.

Employing

Workflow automation takes over and moves documents through critical business processes.

Organizing

Auto-classification capabilities push searchable documents into logical folder structures.

Storing

Documents are stored and designated for retention & destruction, based upon compliance requirements.

The Process of Document Optimization and Management

1 · Capture

Sister company, GRM scans paper with OCR or migrates your existing digital files.

2 · Index

Each file gets a Document ID, your custom index fields and a document type.

3 · Secure

Records land in a folder structure designed for you, with access rules applied.

4 · Govern

Retention schedules, reviews and audits run from one place.

Document Security at Every Layer

Encryption & multi-factor sign-in

Every document is encrypted in transit and at rest. Multi-factor authentication (MFA) adds a second layer of protection to user sign-in.

Secured at any
level

Access may be granted by role, group, folder or document type, so each scanned or migrated file can inherit the right access rules.

Folder & document permissions

Access set on a folder flows to its subfolders; document-level rights add control over viewing, editing, moving and deleting.

US-only data,
on AWS

Your records live exclusively in US-based AWS cloud environments, so sensitive information stays in the country.

Full audit trail

Audit capabilities track all activity on every document and folder, from creation through purge: views, moves, data updates, downloads and more.

SOC 2, HIPAA
& HITRUST

Built to SOC 2, HIPAA and HITRUST standards. Integrations use OAuth 2.0 tokens scoped to your vault alone.

Document Library Essentials

  • Unique Document IDs and custom index fields on every file
  • Index and OCR full-text search: find any word or phrase without opening each file
  • Version control with revision history
  • Viewer-level users see only released, published documents
  • Scanner capture, bulk import, and Office add-ins
  • Retention schedules with automated review alerts

“That’s a Good Question!”

Below are some frequently-asked questions and short answers about this topic.

How do systems like this auto-file documents into the correct folders?

Typically, OCR technology is employed to read the content of the document and identify key compenets that assist in classification and then related metadata is assigned that directs proper auto-filing.

Audit trails typically provide granular details down to the document level.

SOC 2, HIPAA and HITRUST are typically considered the most important industry vertifcations that verify both technical and procedures practices related to maintaining security standards.

No. Most often data from all repositories are migrated into the new system of record and that system executes all of the necessary processes on the single database that consists of all migrated data.

Yes. Modern document management systems rely heavily on AI for accurate processing of data with extremely high accuracy rates. Processes that AI executes include document classification and deduplication.

Sales & Demo Requests

You can reach out to us by email or by phone at 480-568-6435. You can also fill out the form below.