Features
Secure Document Management Features for Compliance, Access Control & OCR Search
Secure Document Management
Store any file type with encryption, access controls, and compliance support.
Role-Based Access Control
Share files securely with granular permissions for users and groups.
OCR Search & Metadata
Find documents fast with OCR full-text search and custom metadata filters.
Workflow Automation
Simplify automation with a visual workflow builder and approvals.
Audit Trails & Reporting
Get full visibility with dashboards, reporting, and complete audit trails.
Integrations & eForms
Extend with custom e-forms, MS Office 365, Outlook, and DocuSign integration.
Core Infrastructure Components
Technical building blocks powering this solution.
1. Secure Document Management
Store any file type with encryption, access controls, and compliance support (ISO 27001, GDPR, HIPAA, Cyber Essentials).
- 256-bit encryption & SSL/TLS
- Two-Factor Authentication & SSO (Entra ID, Okta, Google)
- Triple Backups & Custom password policy
- Recycle Bin only visible to administrators
2. Role-Based Access Control (RBAC)
Share files and folders securely with granular permissions for users, groups, and secure links.
- Preview-only & Upload-only
- Preview & download
- Editor access
- Granular (custom) permissions
3. OCR Search & Metadata
Find documents fast with OCR full-text search, custom metadata, filters, and links between related files.
- OCR full-text search & Metadata filters
- Custom metadata & Linked related files
- Unlimited version history
4. Workflow Automation & Document Control
Simplify workflow automation with a visual workflow builder, approval routes, and reminders.
- Approval & eSignature workflows
- Automated document numbering & Reminders
- Retention policy automation
- Import over email
5. Audit Trails, Dashboards & Reporting
Get full visibility in your DMS with dashboards, reporting, and complete audit trails.
- Dashboards & reporting tools
- Full audit trails & History
- Overview of all shared resources
- Notifications & watch updates
6. Integrations & eForms
Extend your DMS with custom e-forms, records management, and Microsoft 365 integrations.
- Custom e-forms (fully searchable records)
- Microsoft Office 365 & Outlook integration
- DocuSign integration & Watermarking
- Mobile, tablet friendly & Desktop app
Use Cases
Legal and compliance document tracking
Optimized for enterprise scale
HR employee record digitization
Optimized for enterprise scale
Financial invoice and contract management
Optimized for enterprise scale
Healthcare patient record archiving
Optimized for enterprise scale
Government digital transformation projects
Optimized for enterprise scale
Our Implementation Process
A proven, step-by-step approach to deploying your solution — on time and within budget.
Discovery & Analysis
We analyze your requirements, existing systems, and business objectives thoroughly.
Solution Design
Crafting the architecture, UI/UX, and technical design tailored to your specific needs.
Development & Integration
Agile development with continuous integration into your existing infrastructure and systems.
Testing & Quality Assurance
Rigorous testing — functional, performance, security, and user acceptance — before go-live.
Deployment & Go-Live
Smooth rollout with zero-downtime deployment, staff training, and handover documentation.
Support & Maintenance
Ongoing support, updates, and monitoring to keep your solution running at peak performance.