The Octiv Platform Powers Document Workflows for a Range of Use Cases

Create, Assemble & Publish A Variety of Documents

Create, Assemble & Publish A Variety of Documents

Octiv integrates with a wide range of systems to automate the document generation workflow. Create Octiv documents from a variety of authoring environments on any device. Publish and share Octiv documents like presentations, proposals and contracts and collaborate, edit, redline and approve in real time.

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Streamline & Automate Workflows

Streamline & Automate Workflows

Most organizations have dozens of document types across a range of functional and industry applications. Octiv workflows make it easier to edit, share, publish and execute documents. Our native HTML5 templates accelerate document inception and enables integrations with dozens of source systems to automate the assembly of documents. Octiv helps you build workflows that reduce or eliminate steps to save time in document creation. Streamlined workflows remove burden from your teams, saving time and increasing productivity.

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Integrate with A Variety of Source Systems

Integrate with A Variety of Source Systems

Octiv is purpose-built to allow integrations with the systems you use on a daily basis. Octiv’s API enables integrations with CRM, CPQ, ERP, EFSS, ECM, ATS, HCM/HRIS or other systems where source data can populate and assemble documents. Octiv documents can be created inside of Octiv, your CRM environment or other application where users live. Integrations help streamline workflows to save time and increase productivity.

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Robust Repository Capabilities for Search, Access & Storage

Robust Repository Capabilities for Search, Access & Storage

Octiv integrates with multiple cloud storage services, so you can access your files without ever having to leave the Octiv platform. Store assets and documents in the Octiv repository, or leverage your current file storage and content management investments. Octiv’s repository enables tagging of assets revision control, WIP or finished documents for search and access.

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Administration

Administration

Octiv’s administration capabilities allow non-technical users to manage user permissions and user access rights. Octiv supports content in 16 languages and multiple currencies. With Octiv, marketers can manage multiple brands or control content access to user-defined work groups.

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Infrastructure Built for Reliability, Scale & Security

The Octiv platform is built on Amazon’s AWS (Amazon Web Service). Our infrastructure is a self-contained environment that includes computing, storage and database services. We are committed to updating and maintaining the Trust Services Principles (TSP) to ensure customer data is secure, available, authorized, confidential and private.

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Octiv Drives Productivity & Performance Outcomes

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