Enterprise Document Management System
Find it fast
Search for and access files however you want by client, project type, date, status or other criteria. It’s completely dynamic, which means you can organize and display information any way you want to. Say goodbye to static folder structures.
It’s always up to date
In TrimFiles, there’s only one version of every document. No matter what type of document is needed, it’s always current.
Just save it
Adding files and documents to the vault is simple. Just save the document and tell TrimFiles what type of content it is.
No more duplicates
With TrimFiles, the same document can be found many different ways. For instance, a document related to a customer and a project will show up based on the name of the customer, project, or both.
Check it out
Check-in and check-out functions, so you can keep track when a file is being edited and who is making changes.
View a change log of every version of the file that shows which user made edits, when they were made as well as other information about lifecycle of the document.
Preserve old versions
Preservation of old versions and the ability to revert back to previous versions is built into TrimFiles
Multiple people can co-author a document at the same time – even when there’s no network access or internet connection.
Edit shared documents with zero irritations
Search with any keyword
Looking for a recent invoice or proposal? Just type the related information in to the search field and hit ENTER.
Relevant results appear first
TrimFiles automatically ranks search results to make sure the most relevant documents and information appear at the top of the list..
Search inside documents
TrimFiles features advanced search capabilities, so you can even search the contents of documents – not just titles and metadata.
There’s only one version of every document in TrimFiles, so you’ll never have to deal with confusing duplicates.
View everything exactly how you want to
No one knows how to organize your stuff better than you. Standard folder-based systems force you to conform to a pre-determined structure -- one that might not work for you. TrimFiles allows you to view all of your documents and information in the way that's most natural and efficient for you.
Access views from any device
You're not always sitting in front of a computer. Most systems require you to be at the office to be productive. TrimFiles mobile apps for iOS, Android and Windows give you access to all of your custom views from any device you're using.
See how everything is connected
Every bit of information in TrimFiles is interconnected. Want to see other invoices from a certain customer or view a related customer's contact information? TrimFiles makes it easy to have a full 360-degree view of your entire business.
Create or modify views at any time
When using a standard folder structure to organize company files, you're stuck with the system that exists. In TrimFiles, you can easily create new views or modify existing dynamic views to meet your needs. Since views are simple filters that show you relevant files and information, you never have to worry about duplicates.
Guarantee high user adoption
The biggest challenge of deploying a new system is getting everyone to use it. With TrimFiles, user adoption is never a problem because it conforms to how you work. Manage documents, information and processes without having to consult a user manual. It's intuitive, accessible from all of the programs you use and it just works.
Save to TrimFiles from any program
TrimFiles acts just like a normal drive location, so you can easily save to your vault from any program.
You already know how to use TrimFiles
Learning a new system is usually a tough, time-consuming process. Since TrimFiles looks and feels so familiar, you don't have to deal with the frustration of learning how to use something foreign.
The same interface across platforms
Whether you're using a Windows PC, Mac or Web Access via a web browser, TrimFiles looks the same.