Document Management
Document Management

Every PDF. Every contract.
Searchable. Signed.

Centralized document storage with version control, folder structures, role-based access, digital signatures, PDF generation, OCR-based classification, retention policies, archival workflow, and deep linking to transactions (PO, invoice, CoA).

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10GB+

storage

99.9%

durability

OCR

AI classified

PKI

signed

How It Works

Document Lifecycle

Uploaddrag-drop
AI ClassifyOCR
Permissionsrole-based
Linkto transaction
Signif required
Archiveretention
Storage & Versioning
Storage & Versioning

Storage & Versioning

Upload once. Find always.

Centralized document storage with hierarchical folders, version control, metadata tagging, full-text search, large file support, S3-backed durability (99.9%), and global CDN delivery.

  • Hierarchical folder structure
  • Version control with history
  • Metadata tagging + custom fields
  • Full-text search + OCR'd content
  • Large file support (up to 1GB)
  • S3-backed durability + CDN delivery
AI Classification & OCR
AI Classification & OCR

AI Classification & OCR

Auto-categorize. Extract data.

AI-powered document classification (invoice, PO, CoA, contract, certificate), OCR extraction for structured data (vendor, amount, date), and integration with procurement workflow for auto-attachment.

  • AI classification (invoice, PO, CoA, etc.)
  • OCR with structured field extraction
  • Vendor + amount + date auto-detection
  • Confidence scoring per extraction
  • Auto-attach to matching transaction
  • ISO + certificate auto-tagging
Digital Signatures
Digital Signatures

Digital Signatures

PKI-signed. Tamper-proof.

Digital signature support with PKI certificates, multi-party signing workflow, signature audit trail, timestamp authority (TSA) integration, and signed PDF generation with embedded signatures.

  • PKI certificate-based signing
  • Multi-party signing workflow
  • Signature audit trail
  • Timestamp authority (TSA) integration
  • Signed PDF with embedded signature
  • Verification API for third parties
Retention & Compliance
Retention & Compliance

Retention & Compliance

Store. Archive. Comply.

Document retention policies per category, automated archival workflow, legal hold support, GDPR-compliant deletion, audit-ready access logs, and compliance reports.

  • Retention policies per category
  • Automated archival workflow
  • Legal hold support
  • GDPR-compliant deletion
  • Access audit logs per document
  • Compliance reports (SOC 2, GDPR)

Every Feature

Complete capability matrix.

Click any capability to drill in.

Preview — available on requestRoadmap — planned within 12 months
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Centralized Storage

Single repository for every business document — POs, invoices, CoAs, contracts, certifications, photos. Hierarchical folders with custom metadata; S3-backed for 99.9% durability and global CDN delivery.

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Full-Text Search

Search across document content (OCR-extracted), metadata, and tags. Find that invoice from 2 years ago by typing a fragment of the description; results returned in milliseconds across millions of documents.

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AI Classification

Upload a document — AI determines whether it's an invoice, PO, certificate, contract, or other. Auto-tagged with relevant metadata extracted from content; misclassifications reviewed and corrected for ongoing model improvement.

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OCR Extraction

Scanned PDFs and images get structured-data extraction — vendor name, GSTIN, invoice number, line items, amounts. Extracted data flows into matching transactions; confidence scores per field signal what needs human review.

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Digital Signatures

PKI certificate-based digital signing with Timestamp Authority (TSA) integration for legal validity. Multi-party signing flows; signed PDFs embed the signature; verification API for third parties to validate authenticity.

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Version Control

Every document edit creates a new version with diff against previous. Roll back to any historical version; compare side-by-side. Critical for contracts under negotiation and quality documents requiring change control.

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Access Control

Role-based and per-document permissions. Sensitive documents (contracts, financials, HR records) require explicit access grant; every view audit-logged with user, IP, and timestamp. Confidential documents support watermarking on download.

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Retention Policies

Configure retention per document category — GST records for 8 years, employee files for 7 years post-termination, etc. Auto-archive when retention period expires; legal-hold flag prevents deletion during active litigation.

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Linked to Transactions

Every document linked to its originating or destination transaction — invoice file to invoice record, supplier certificate to party master, BOM drawing to product. Open the transaction → all related documents one click away.

Integrations

Works with everything else.

Every Documents action flows into the other modules — no manual data re-entry, no reconciliation pain.

Documents→Procurement

PO/invoice upload → match

OCR auto-extract + 3-way match

Documents→Sales

CoA generated → attach

Auto-link to dispatch

Documents→Party

Cert upload → expiry tracking

Alert before lapse

Documents→HR

Document upload → employee profile

Versioned employee docs

Documents→Automations

OCR extract → workflow

Trigger downstream processing

Paper mill

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in your mill.

Book a personalized demo. We'll walk through every module relevant to your operation — from Deckle optimization to GSTR-3B compliance.

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