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Document Management

Document Management

Organize, manage, and access all business documents from a single system. Link documents directly to transactions, records, and processes while maintaining security, version control, and easy retrieval.

See How It Works

Central

Repository

Context

Linked Files

Secure

Version Control

Document Management

Key Features

Centralized, Secure, and Context-Aware Document Control

Centralized Document Repository

Store all business documents in a single hub. Eliminate scattered files across emails and shared drives.

Document Linking

Attach documents directly to records like Customers, Vendors, Sales Orders, or Assets to access them exactly where needed.

Version Control

Maintain multiple versions with clear history. Track updates and revisions without losing legacy data.

Access & Permission Control

Define role-based access. Control who can view, upload, or edit sensitive business information.

Categorization & Tags

Organize using folders, tags, and metadata for high-speed classification across all departments.

Search & Retrieval

Instantly find files by name, content, or linked transaction without manual browsing.

Audit Trail & Logs

Track every upload, download, and edit with full activity logs for accountability and compliance.

Document Sharing

Share files internally or with external partners in a controlled, secure manner.

System Integration

Seamlessly works with Sales, HR, Accounting, and Assets. Documents follow your business process automatically.

Business Impact

Measurable results for your business

Retrieval Time

−60%

Instant access to required files through context-aware links

Data Loss Risk

Near Zero

Centralized storage with regular backups and recovery protection

Compliance Readiness

Always On

Full audit trails and permission logs for regulatory needs

Process Efficiency

+30%

Relevant documents are always available within the workflow

Collaboration

Improved

Teams work from the same authorized document version

Manual Filing

−80%

Digital transformation reduces physical paper storage costs

Retrieval Time

−60%

Instant access to required files through context-aware links

Data Loss Risk

Near Zero

Centralized storage with regular backups and recovery protection

Compliance Readiness

Always On

Full audit trails and permission logs for regulatory needs

Process Efficiency

+30%

Relevant documents are always available within the workflow

Collaboration

Improved

Teams work from the same authorized document version

Manual Filing

−80%

Digital transformation reduces physical paper storage costs

Retrieval Time

−60%

Instant access to required files through context-aware links

Data Loss Risk

Near Zero

Centralized storage with regular backups and recovery protection

Compliance Readiness

Always On

Full audit trails and permission logs for regulatory needs

Process Efficiency

+30%

Relevant documents are always available within the workflow

Collaboration

Improved

Teams work from the same authorized document version

Manual Filing

−80%

Digital transformation reduces physical paper storage costs

How It Works

Simple workflow from start to finish

1

Upload

Documents are uploaded or auto-generated within the ERP system

2

Categorize & Link

Files are tagged and linked to relevant business records

3

Access & Use

Authorized users view or edit documents directly in the process

6

Archive or Retain

Documents are managed based on company retention policies

5

Audit & Tracking

All document interactions are logged for security oversight

4

Version Updates

New versions are saved with full history and change tracking

Ready to Get Started?

Bring order, security, and efficiency to your business documents with a centralized document management system built for modern operations.