Features

Office Vault combines AI-powered automation, secure cloud storage, workflow control, and compliance tools into one powerful platform.

Easy Suite - Intelligent Automation Tools

Easy OCR

Convert scanned documents and emailed files into fully searchable PDFs automatically. No manual indexing. No lost paperwork. Just instant retrieval.

Easy AI Invoice

Automatically extracts invoice data from Sage, Xero, Pastel, QuickBooks, Zoho and more. Export clean data to Excel or CSV in seconds — no capturing required.

Easy Sync (Business & Personal)

Automatically backs up PC and server files into Office Vault with full version history. Your documents stay secure, recoverable, and always up to date.

Easy Email Importer

Send documents to a dedicated email address and let Office Vault auto-sort, index, and store them. Inbox clutter becomes structured, searchable records.

Easy Sign

Send PDFs for secure digital signatures without third-party software. Faster approvals. Cleaner processes. No printing required.

Easy Apps

Explore our suite of innovative business applications designed to streamline operations, enhance productivity, and simplify daily tasks. Whether you’re looking to improve workflow efficiency, track important data, or manage resources more effectively, we have a tool for every need.

AI & Advanced Data Processing

AI Cloud Engine

Automatically extracts, categorizes, and validates data from virtually any document format. No templates required — the system learns and improves over time.

Digital Document Text Extraction

Advanced extraction for digitally created documents enables searchable content, metadata automation, and downstream processing.

Barcode & QR Code Support

Generate barcodes and QR codes directly within PDFs for faster tracking, indexing, and document control. Extract information from 1D and 2D barcodes to use in the metadata or add barcodes into scanned documents for easier processing later on.

Workflow & Process Automation

Workflow Engine (Template Builder)

Create reusable internal workflow templates for approvals and document routing. Design once. Deploy repeatedly.

Multi-Level Approvals

Assign structured approval chains with automated notifications and full audit visibility. The right people approve the right documents — every time.

PDF Fillable Templates + Workflow Integration

Create fillable forms that automatically trigger workflows upon submission. Standardised processes from day one.

Task & Workflow Boards

Manage documents across Active, In Progress, Rejected, and Completed stages. Keep teams aligned without email back-and-forth.

Document Management & Collaboration

Advanced Search & Smart View

Search by keywords, metadata, saved filter views, document types or full text search with OCR's files. Find any document in seconds.

Version Control

Every change creates a new version with full rollback capability. No overwritten files. No confusion.

PDF Annotation Tools

Highlight, comment, mark up, and collaborate directly on PDFs with version-aware tracking.

Cloud-Based Word & Excel Editing

Create and edit Word and Excel documents directly in your browser. No downloads required.

Client-Side PDF Viewer

High-performance PDF viewing for large documents with faster load times and smoother rendering.

Export Flexibility

Export documents and data to PDF, Word, Excel, XML, SQL, TXT, or CSV formats.

PDF Composer

Easily organise your PDF documents by rotating, rearranging, deleting, inserting, or splitting pages.

Security, Access & Compliance

Two-Factor Authentication (2FA)

Add an extra authentication layer using secure one-time codes to protect user accounts.

Granular User & Department Permissions

Control access at folder, department, or document level. Restrict downloading, printing, or sharing.

Audit Logs & Activity Tracking

Track every user action with exportable audit trails for POPIA and GDPR compliance.

PDF/A Conversion & Retention Rules

Convert documents to archival standards and apply automated retention or deletion policies. Compliance made practical.

End-to-End Encryption

AES-256 encryption in transit and at rest, hosted securely in AWS Cape Town.

Sharing & External Collaboration

Public Portal

Securely share documents or folders with external users while maintaining full visibility and access control.

Guest User Access

Provide temporary, controlled access to external stakeholders.

Capture & Integration

Copier / MFP Integration

Scan directly from any major multifunction printer into Office Vault with automated indexing.

ERP & Accounting Integration

Export structured data directly into ERP and accounting systems for seamless downstream processing.

Email, SFTP, Network Folders

Office Vault captures from many different sources and processes documents based on customised OCR/AI requirements.

Records & Checklist Management

Checklist Automation

Upload Excel files to auto-generate structured checklist fields. Trigger notifications when items are completed.

Reminders

Create, assign, and track document-based tasks with reminders, deadlines, notifications, status updates, and full activity history.

Convert to PDF/A Standards

PDF/A is an ISO-standardized version PDF designed for long-term archiving and preservation of electronic documents.