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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

 

 

 Shadow check Create a personal login through your website 
 Shadow check Have your logo display in ElevateCDS
 Shadow check Customize the colors to reflect your company

 

 Elevate branding
 elevate bulkupload

Timesaving

 

 

Don’t waste time uploading files one by one, do it quickly with ElevateCDS

 

 

 Shadow check Upload a group of documents for multiple clients 
 Shadow check Upload documents into shared folders
 Shadow check Quickly remove previous uploads

Communicative

 

 

Share the documents you need to with the people who need to see them

 

 

 Shadow check

Select single or multiple Professionals to share Clients with

 Shadow check Share designated folders
 Shadow check Obtain immediate access to all of the details you need

 

 Elevate sharing
 Elevate tasking

Efficient

 

 

Save time on follow-ups and let ElevateCDS do it for you

 

 

 Shadow check Assign tasks to Professionals and Clients
 Shadow check Monitor the progress of assigned tasks
 Shadow check Set automatic reminders