For setup and administration , we take into account initial configuration, account creation, and user administration factors. These can include user rights, url configuration, and workspace design.
Contact management refers to the ability to upload, share, and administer contact information.
Project management covers the system's ability to provide time lines, Gantt charts, and other utilities that help plan workflow and assign and track specific tasks. We also look at each product's e-mail notification and file format compatibility features. The ability to limit replication to recent changes is a major factor in our evaluation. This rating also reflects off-line software integration. Security reflects account security, including rights management for projects and document viewing.