Module

Documents

Create a searchable, secure document repository with version control and workflow management. Store all business documents in one place with granular permissions, audit trails, and intelligent organization.

Why teams turn it on

Create a searchable, permissioned document repository with workflows and audit trails.

Documents module with folder hierarchy and approvals

Key capabilities

Centralized hierarchical folder structure with unlimited nesting levels and multiple storage options
Support for all file types (PDF, Word, Excel, images, videos, URLs, spreadsheets) with unlimited storage
Document version control with automatic versioning and complete rollback capability
Full-text search across all documents with OCR for scanned documents and images
Optical Character Recognition (OCR) converting scanned PDFs to searchable, editable text
Document splitting tool for extracting specific pages from multi-page documents
Metadata tagging and custom field assignment for enhanced organization and filtering
Document workflow with multi-step approval processes and rejection handling
Access control with granular permissions (read-only, download, upload, delete) per folder
Email gateway integration for automatic document capture from email attachments
Activity logs capturing all document actions (uploads, edits, deletions, views, downloads)
Integration with e-signature systems for digital document signing
Audit trail showing complete history of all access and modifications with compliance reporting

Industry applications

Legal firms, accounting practices, healthcare providers, financial institutions, government agencies, corporate enterprises with compliance requirements, consulting firms.

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