Ensure your system meets these requirements for a smooth trial experience
Select the deployment option that best fits your organization
Best for: Small to medium businesses, remote teams
Best for: Large enterprises, strict compliance needs
Best for: Organizations with mixed requirements
Your 30-day trial period begins immediately upon registration. Here's what you need to do to get the most out of your trial experience:
Your trial account includes full access for up to 10 concurrent users and supports unlimited total user creation for testing purposes.
Before deploying to production or extending your trial, ensure these critical configurations are completed:
Comprehensive documentation includes:
Your trial includes full support:
Your trial data is protected:
We recommend a minimum of 10 Mbps for optimal performance, though the system can function with lower speeds. For organizations with 50+ concurrent users, we suggest 25+ Mbps to ensure responsive document processing and file transfers. Latency should remain under 100ms for the best user experience. According to W3C web performance guidelines, consistent network performance is critical for enterprise applications.
Absolutely. Many trial customers start with on-premise deployment to evaluate security requirements, then migrate to cloud for the production environment. Our team provides guided migration support, including data transfer and system reconfiguration at no additional cost. This flexibility allows you to test both deployment models during your 30-day trial period to determine which best suits your organization's needs.
Trial data is retained for 30 days after your trial expires. If you convert to a paid subscription before expiration, all your data automatically transitions to your production account without any interruption. If your trial expires without conversion, you have a 30-day grace period to back up your data. We provide comprehensive export functionality for audit compliance. For data protection standards, our platform adheres to SOC 2 Type II compliance requirements regarding data retention and security.
While you can deploy on-premise independently if you have technical expertise, we recommend IT involvement for security configuration and integration setup. Our dedicated success team provides step-by-step deployment guidance, server configuration assistance, and integration support at no additional cost during your trial. For complex environments with legacy systems, we offer premium deployment services. The estimated setup time is typically 2-4 hours for standard configurations, with our team available to support the process via screen-sharing sessions.
Our platform is built on enterprise security standards including end-to-end encryption, two-factor authentication, and role-based access controls. We support HIPAA-ready environments for healthcare data and GDPR compliance for international operations. All trial accounts have access to the same security infrastructure as production customers, including audit logging, encryption at rest and in transit, and regular security assessments. We maintain certified vulnerability management processes and provide detailed security documentation for your compliance team.
Yes, integration testing is a key part of your trial evaluation. Our platform supports integration with major enterprise systems including SAP, Oracle, Microsoft Dynamics, Active Directory, and popular cloud services like Salesforce and Microsoft 365. We provide pre-built connectors, comprehensive API documentation, and integration templates. Your dedicated success manager will help prioritize integrations based on your business workflows and provide technical support throughout the testing phase. Most integrations can be configured within the first week of your trial.
To maximize your trial experience and identify performance bottlenecks:
Implement security best practices immediately during your trial:
Organizations that convert from trial to paid subscription typically focus on measuring these key performance indicators during their evaluation period:
Document processing time reduction, user adoption rates, automation savings
Response time, concurrent user capacity, document throughput, uptime percentage
System compatibility, data sync accuracy, API reliability, connector performance
Choose your deployment type and begin your 30-day free trial today