Document Management
Documents

Find any document in seconds

Every file links directly to context-relevant transactions or entity records, backed by strict versioning and user permissions.

seconds
document retrieval time
100%
version-controlled documents
controlled
sensitive document access
What you get

Document Management core features

Controlled Versioning

Tracks document revision histories automatically so teams always access active files. Clearly flags active documents while archiving previous revisions.

Granular Access Controls

Configures view, edit, or download permissions by user role, department, or individual file level. Secures corporate information against unauthorized access.

Full-Text Content Search

Locates files instantly via full-text search scanning deeply within document content. Eliminates the need to remember exact file names to find critical info.

Retention & Archival

Sets automated document retention and destruction policies matching compliance standards. Archives legacy documents neatly without cluttering active workspaces.

Transaction Context Integration

Attaches files directly to ERP records like purchase orders, invoices, or journal entries. Gives users contextual file access without switching applications.

Digital Signature & Validation

Accelerates document sign-offs via legally valid e-signatures and tiered approval flows. Enables mobile execution supported by complete audit trails.

Workflow

How the process works

Step 01

Upload & classify

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Step 02

Review & approve

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Step 03

Distribute access

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Step 04

Archive or destroy

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