Powerful Features for Modern Document Management

Everything you need to manage documents, automate workflows, and transform your organization's productivity. Built with AI, designed for humans.

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Document Management

Organize, store, and manage all your documents in one centralized, easy-to-use platform

Cabinets & Folders

Organize documents in a familiar hierarchical structure with cabinets, folders, and subfolders.

  • Unlimited folder depth
  • Drag-and-drop organization
  • Folder templates

Content Types

Define custom document types with specific metadata fields, validation rules, and behaviors.

  • Custom metadata fields
  • Field validation rules
  • Required field enforcement

Version Control

Automatic version history for every document. Compare versions, restore previous versions, track changes.

  • Unlimited version history
  • Version comparison
  • One-click restore

Document Templates

Create documents from templates with auto-filled fields from prerequisite documents.

  • Word template support
  • Field mapping
  • Prerequisite documents

Multi-File Upload

Upload hundreds of documents at once with drag-and-drop or folder upload support.

  • Drag-and-drop upload
  • Folder upload
  • Bulk metadata assignment

Document Preview

View documents directly in your browser without downloading. Supports PDF, Office, images, and more.

  • In-browser viewing
  • 50+ file formats
  • Annotations

Visual Workflow Automation

Build powerful document workflows without writing code. Start with ready templates (Invoice Approval, Contract Review, Correspondence Routing) or create custom workflows with our drag-and-drop pipeline builder.

  • Visual Pipeline Builder - Drag nodes, connect them, configure triggers
  • Smart Routing - Route documents based on content, metadata, or rules
  • Approval Workflows - Sequential, parallel, or conditional approvals
  • Notifications - Email alerts, in-app notifications, webhooks
  • Scheduled Actions - Time-based triggers and reminders
  • Conditional Logic - Branch workflows based on conditions
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AI-Powered Intelligence

Let artificial intelligence handle the tedious work of document processing

Intelligent OCR

Extract text from scanned documents, images, and PDFs with industry-leading accuracy.

  • 99%+ accuracy
  • Handwriting recognition
  • 100+ languages

Auto-Classification

AI automatically categorizes documents into the correct content type based on content analysis.

  • Machine learning models
  • Continuous learning
  • Custom training

Data Extraction

Automatically extract key data points from invoices, contracts, forms, and more.

  • Invoice parsing
  • Contract analysis
  • Form field extraction

Correspondence Management

Track incoming and outgoing correspondence with complete audit trails, deadlines, and response management.

  • Incoming Mail Tracking - Log, assign, and track all incoming correspondence
  • Outgoing Mail Management - Track sent correspondence and delivery status
  • Deadline Tracking - Never miss a response deadline with automated reminders
  • Related Documents - Link correspondence to related documents and files
  • Action Items - Create and track action items from correspondence
  • Analytics - Response time metrics, volume trends, bottleneck identification
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Enterprise Security

Built from the ground up with security and compliance in mind

Encryption

All data encrypted in transit (TLS 1.3) and at rest (AES-256). Your documents are always protected.

Access Control

Granular role-based permissions. Control who can view, edit, delete, and share at folder or document level.

SSO Integration

Integrate with your identity provider via SAML 2.0, OAuth 2.0, or OpenID Connect. Powered by Keycloak.

Audit Logs

Complete audit trail of all actions. Track who did what, when, and from where.

Self-Hosted Option

Deploy on your own infrastructure for complete data sovereignty. Docker-based deployment.

Compliance Ready

Features to support GDPR, HIPAA, and other regulatory requirements.

Ready to Transform Your Document Management?

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