Centralize business files with categories and expiry tracking, approval workflows, versioning, HTML templates with PDF generation, OCR field suggestions, and e-signature requests — embedded in HRMS and Real Estate records.
Document management centralizes business files in a governed library with categories, approvals, reminders, versioning, templates, OCR assist, and e-signature workflows — so teams manage compliance and operational documents from one place.
Contracts in email. Licenses on shared drives. Employee docs in HR folders. No single source of truth. No way to find what's expiring next month.
Insurance certificates expire silently. Compliance docs go stale. Manual calendar reminders fail. Audits reveal gaps too late.
Print, sign, scan, email back. Chasing signers with phone calls. No audit trail. No certificate of completion.
Central repository for standalone and entity-linked documents. Categories, tags, filters, and search. Dashboard KPIs for active, expiring, expired, and pending approval.
Category and document-level reminder rules with configurable day patterns. Email and in-app notifications. Daily background expiry processing.
Request, track, remind, and certify electronic signatures. Public signing links with full audit capture and signature certificates.
Library, approvals, versioning, templates, OCR assist, e-signatures, and entity panel integration — all in one module.
Search and filter by entity, category, status, approval status, and expiring within days. Pagination, summary counts, and linked entity resolution.
Categories can require approval. Approve, reject with reason, archive, and delete. Full audit timeline on every document.
Upload new versions while preserving lineage. Details view shows version family with download and open endpoints for stored files.
Create templates with header, body, and footer HTML. Placeholder auto-discovery and prefilled entity values. PDF preview and generate-and-save.
On upload, OCR suggests document number, issue date, expiry date, and issuing authority from supported image types up to 10 MB.
Create, cancel, and remind signature requests. Public signing links with sign/decline actions, audit capture, and signature certificates.
Category default reminder patterns (e.g. 90, 30, 7 days). Document-level overrides. Email, in-app, or both channels with role and user targeting.
Reusable panel embeds documents in HRMS, Real Estate, and other modules. Upload, edit, approve, delete based on permissions with signature indicators.
Library, approvals, e-signatures, and compliance reminders — all in one ERP module.
Stop chasing files. Govern documents with expiry, approval, and signature control.
From upload to signed and compliant — four steps to governed document control.
Upload files with title, category, tags, and expiry dates. OCR suggests fields from images for faster metadata capture.
Route through approval if required. Upload new versions while preserving lineage. Full audit timeline on details.
Send e-signature requests with public signing links. Remind pending signers. Capture audit data and certificates.
Dashboard shows expiring and expired docs. Automated reminders fire at configured intervals. Reminder logs for audit.
HR, real estate, compliance, and operations teams — documents governed in context.
Employee contracts, IDs, certifications, and policies linked to HRMS records with expiry reminders and e-signatures.
Lease agreements, property documents, and compliance files linked to property records with approval and versioning.
Central library with category rules, approval workflows, audit logs, and automated expiry processing for audits.
Every document action logged. Role-based access controls who can view, upload, approve, and manage.
Lifecycle actions recorded on every document — upload, approve, reject, archive, version, and delete with timestamps.
Request, sign, and decline events captured with IP, user-agent, and timestamps. Signature certificates available.
View, Upload, Delete, Approve, Manage Categories, and Manage Reminders — granular control per user role.
No separate document license. Activate the Documents module alongside HRMS, Real Estate, and Automation — all in one plan.
See how this module fits vertical-specific workflows — not just generic features.
Quick answers about the library, approvals, templates, OCR, e-signatures, and entity integration.
Document management centralizes business files in a governed library with categories, approvals, reminders, versioning, templates, OCR assist, and e-signature workflows.
Yes. Documents have issue and expiry dates with reminder rules. Dashboard shows active, expiring soon, expired, and pending approval. Daily background jobs process expiry checks.
Categories can require approval. Documents move through approve and reject flows with reason capture. Approval status is filterable in the library with full audit logs.
Yes. HTML templates with header, body, and footer sections. Placeholders auto-discover and resolve with prefilled entity values. Preview PDF and generate-and-save.
Yes. OCR suggests document number, issue date, expiry date, and issuing authority from PNG, JPG, TIFF, and BMP images up to 10 MB. Low-confidence indicators help review.
Create signature requests with public signing links. Sign or decline with audit capture. Remind pending signers, view certificates, and automate signature expiry.
Yes. A reusable entity panel embeds documents in HRMS and Real Estate records. Upload, edit, approve, and delete based on permissions. View pricing →