Document Management
Every document controlled, findable and reviewable
Document Management gives your organisation one governed library for every file, with folders, versions and access rules set the way your departments work. Teams check documents out, review and share them, and the system applies retention and expiry rules on its own. You always know which version is current and who can see it.
Demo videos
Walk through the module screen by screen.
What it does
Built for Records offices, legal teams and every department that keeps files
- Library setup
Build folder structures from templates and attach custom fields, tags and access groups to each area.
- Versions and check-out
Check a document out to edit it, check it back in as a new version and keep the full version history.
- Review and share
Send documents for review, share them through links or time-limited access, and protect downloads with watermarks.
- Governance and retention
Apply access policies, retention and expiry rules, and recover deleted items from the recycle bin.
Works well with
See it running on your own data.
Book a demo and we'll set up a workspace with the modules you need.