News | June 23, 2010

KnowledgeTree Simplifies Document Process Management For SMBs With Launch Of Enhanced SaaS Offering

KnowledgeTree, provider of online document management solutions that allow businesses to share content and control document processes, recently announced the availability of its turn-key, cloud-based document process solution, formerly known as KnowledgeTreeLive. Updated features of the SaaS offering include a drag and drop workflow designer, integration and a fully functional 30-day trial.

KnowledgeTree enhances SaaS offering for SMBs – Free 30-day trial available here:

"KnowledgeTree addresses the unique challenges faced by small and medium sized businesses who need more from their SaaS document management solutions than just document sharing and ad hoc collaboration," said Daniel Chalef, CEO, KnowledgeTree. "KnowledgeTree allows business users to not only share documents but also easily control document processes, without the expense of investing in infrastructure or consultants."

Details about KnowledgeTree's SaaS solution will be showcased at the Red Herring North America Conference in San Diego during Chalef's presentation on Wednesday, June 23 at 4:45 p.m. PST. KnowledgeTree was recently selected as a finalist for the 2010 Red Herring North America 100 award, a prestigious list honoring the year's most promising private technology ventures from the North American business region.

KnowledgeTree's robust, cloud-enabled solution provides customers with enhanced document security, rapid deployment, access for mobile users and low cost of product ownership. In addition, it is user friendly and helps companies solve document process challenges, such as those faced by sales and marketing professionals, finance and accounting departments, and human resources groups. Key features include:

  • Drag and drop workflow designer – allows users to create document-centric business processes using an intuitive interface. Users can easily map process flows, assign and schedule actions, and create alerts and notifications. This automates document routing to reduce processing time and gain efficiency.
  • integration – enables users to see all customer-related documents from a single, centralized view and associate documents such as proposals, contracts, and email attachments with the customer record. This gives users a 360 degree view of customer interactions from within one system – no need to switch screens or go searching.
  • Folder hierarchy templates for industry customization – allows users to build folder hierarchies for different projects or industry needs with the choice of several templates customized for different business areas. Users can set up folders, document types and document property fields with one click.
  • Streamlined user experience including HTML5 features – enhancements to the user interface supports more intuitive navigation such as document update feeds with comment threads. HTML5 drag and drop functionality enables users to drag and drop files directly into the KnowledgeTree web application.

"Recognizing the need for tight integration between a document management solution and other applications that rely on document artifacts, such as customer relationship management, marketing automation and web content management, the Salesforce integration represents one of many third party product connectors to come," added Evan Person, director of product, KnowledgeTree.

The company is offering a complete, fully functional 30-day trial for an unlimited number of users. Available for free, users can access all the rich functionality of KnowledgeTree, including the ability to download and install client tools such as the Microsoft® Office Add-in and the cross-platform Explorer for Windows, Mac and Linux desktops. Some features are currently available in closed beta, with public availability during the course of Q3 2010.

About KnowledgeTree
KnowledgeTree makes sharing content and controlling document processes simple with secure, affordable online document management solutions for growing SMBs and departments at larger companies. Designed for business professionals, KnowledgeTree is easy to use, does not require extensive training and enables content to be accessed and managed anytime, anywhere via cloud computing. Rich and open APIs allow for seamless integration of popular third party business applications.

KnowledgeTree accelerates return on investment by streamlining document-centric business processes and increasing collaboration with workflow, document alerts, version control and full transaction histories. KnowledgeTree is headquartered in Raleigh, North Carolina. For more information, visit

SOURCE: KnowledgeTree