Home/Ecosystem/FileCloud
About FileCloud

The most powerful document management solution,
fully integrated with your CRM,

Core Features

  • Remote Access
  • Sync
  • Drive
  • Endpoint Backup
  • Mobile Access
  • Salesforce Integration
  • Xplan Integration
  • Included Storage
  • Additional Storage
Price

Included

  • Remote Access
  • Sync
  • Drive
  • Endpoint Backup
  • Mobile Access
  • Salesforce Integration
  • Xplan Integration
  • Included Storage 100 GB per user
  • Additional Storage Min 500 GB per client - $50 per month
$19.50 / User / Month
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Core Features

  • Advanced Sharing
  • Granular Permissions
  • Team Collaboration Folders
  • File Commenting and Tagging
  • File Versioning
  • Recylce Bin
  • Microsoft Outlook Add-on
  • Microsoft Office 365 Integration
  • Gmail Integration

Included

  • Advanced Sharing
  • Granular Permissions
  • Team Collaboration Folders
  • File Commenting and Tagging
  • File Versioning
  • Recylce Bin
  • Microsoft Outlook Add-on
  • Microsoft Office 365 Integration
  • Gmail Add-on
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Access client files in Salesforce

View all client files in FileCloud within each individual record in Salesforce.

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Automatic Folder Creation

Automatically create new folders or edit folder names when new clients are created.

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Link any file to any data in Salesforce

With 1 click access any files that relate to any data in Salesforce. For example, when you click on a Review, FileCloud will locate every file linked to that review (that was created through our automation).

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Sync Files to Xplan

Sync your desktop files to Xplan. 

Mobile Features

  • iOS App
  • Android App
  • Automatic File Sync
  • iOS, Android Automatic Media backup
  • Document Scanning

Included

  • iOS App
  • Android App
  • Automatic File Sync
  • iOS, Android Automatic Media backup
  • Document Scanning

Secure File Sharing

  • Advanced Sharing – Public, Private and Temporary Shares
  • Granular Control of Privileges (View Only, Edit, Save, Delete) for Shared Files
  • Expire Shared Links Based on Time
  • Free, Unlimited Client Accounts
  • Two-factor Authentication
  • Embedded File Upload Form
  • Manage Shares

Included

  • Advanced Sharing
  • Granular Control
  • Expire Shared Links
  • Free, Unlimited Client Accounts
  • Two-factor Authentication (2FA)
  • Embedded File Upload Form
  • Manage Shares

Content Management

  • File Versioning (Unlimited)
  • Recycle Bin
  • Metadata and Tagging
  • Metadata Search
  • Microsoft Office Tag Metadata
  • Lock Files for Editing
  • Detect Editing Collisions

Included

  • File Versioning (Unlimited)
  • Recycle Bin
  • Metadata and Tagging
  • Metadata Search
  • Microsoft Office Tag Metadata
  • Lock Files for Editing
  • Detect Editing Collisions
  • 8

Security

  • Hosted in Australia
  • Backed up in Australia
  • 90 Days of Backups Maintained
  • Admin Portal, Audit, Analytics
  • Centralised Device Management (Inventory/Block/Wipe)
  • Anti-Ransomware (Detection and Recovery)
  • Two-factor Authentication
  • Uses 256-bit Encryption on Transfer Over SSL
  • Encryption at Rest
  • Automatic Anti-Virus Scanning
  • Restrict Number of Downloads
  • Restrict Public Sharing
  • Restrict File Types
  • Restrict Mobile Access
  • Auto-Expire/Remove File Shares
  • Granular Audit (What, When, Who, Where and How)
  • Enforce Strong Passwords and Account Lockouts
  • Enforce Password Protected Public Shares
  • Recaptcha Integration
  • Role Based Access

Included

  • Hosted in Australia
  • Backed up in Australia
  • 90 Days of Backups Maintained
  • Admin Portal, Audit, Analytics
  • Centralised Device Management (Inventory/Block/Wipe)
  • Anti-Ransomware (Detection and Recovery)
  • Two-factor Authentication
  • Uses 256-bit Encryption on Transfer Over SSL
  • Encryption at Rest
  • Automatic Anti-Virus Scanning
  • Restrict Number of Downloads
  • Restrict Public Sharing
  • Restrict File Types
  • Restrict Mobile Access
  • Auto-Expire/Remove File Shares
  • Granular Audit
  • Enforce Strong Passwords and Account Lockouts
  • Enforce Password Protected Public Shares
  • Recaptcha Integration
  • Role Based Access