Overview

ElevateCDS features are designed to provide you with the tools you need to successfully communicate and deliver information, making your day to day life easier.  It’s not just file-sharing; ElevateCDS features allow you to email, set up workflow, customize your look and feel, stay organized and most importantly, they are the driving force behind protecting your clients' information. Check out our list of features to see more of what ElevateCDS can do for you.  

Personalized     ElevateCDS is your vault so it should look the way you want it to       Create a personal login through your website    Have your logo display in ElevateCDS   Customize the colors to reflect your company
	Timesaving     Don’t waste time uploading files one by one, do it quickly with ElevateCDS       Upload a group of documents for multiple clients    Upload documents into shared folders   Quickly remove previous uploads
Communicative     Share the documents you need to with the people who need to see them       Select single or multiple Professionals to share Clients with   Share designated folders   Obtain immediate access to all of the details you need
	Efficient     Save time on follow-ups and let ElevateCDS do it for you       Assign tasks to Professionals and Clients   Monitor the progress of assigned tasks   Set automatic reminders