All Your Documents
in One Vault
Cloud-based document management with folders, versions, 0% search, e-signatures, and access permissions. Store contracts, invoices, IDs, and project files — searchable and secure.
Manage Documents Now
Cloud Storage & Folders
Organize documents in unlimited folders. Drag-and-drop upload, bulk operations, and instant preview for PDFs, images, Word, and Excel — all within your ERP.
- Unlimited folders
- Drag-and-drop upload
- Inline preview
OCR Search
Every uploaded document is OCRd automatically. Search inside scanned PDFs and images by content, not just filename. Find any clause or number across thousands of files in seconds.
- CRM OCR on upload
- Full-text search
- Search inside scanned PDFs
- Lightning-fast results
E-Signature Workflow
Send a contract for signature in one click. Recipients sign on phone or desktop without an account. CRM-track who signed, when, and from which IP — for legal validity.
- One-click signature request
- No account needed
- IP + timestamp logging
- Legal audit trail
Versioning & Revisions
Every edit creates a new version. Roll back to any prior version in one click. See who changed what and when — perfect for legal and audit-heavy workflows.
- CRM version on edit
- One-click rollback
- Full change history
- Audit-ready
Approvals & Comments
Route documents for internal approval with multi-step workflows. Reviewers can comment, annotate, and approve or reject — without leaving the system.
- Multi-step approval routing
- Inline comments + annotations
- Approve/reject with reason
- Reviewer notifications
Granular Access Control
Set per-folder and per-document permissions. Share specific files with specific staff, departments, or external collaborators — with view-only, comment, or edit modes.
- Per-folder permissions
- Per-document sharing
- View/comment/edit modes
- External collaborators support
Audit & Compliance Reports
See who accessed which document, when, and from where. Track signature completion rates, pending approvals, and document expiry. Compliance-ready audit logs.
- Access logs per file
- Signature completion rates
- Pending approval aging
- Compliance-ready audit
Linked to CRM & Projects
Every document is linked to a customer, project, invoice, or contract — not orphaned. Open a customer profile and see all related documents in one tab.
- Linked to CRM records
- Linked to projects
- Linked to invoices/contracts
- Zero orphan files
