Solutions Records & documents
Document management
Documents spread across email, shared drives and desktops, with no one sure which version is the latest.
Who it's for
What's inside
Central library
Folders, tags and categories that match how your team works.
Version history
Every change kept, with who made it and when.
Access control
Set who can view, edit or approve, by role or department.
Approvals
Send documents for review and sign-off, with a clear trail.
Full search
Find documents by name, tag or the words inside them.
Expiry and review dates
Reminders for licences, contracts and policies.
Audit trail
A record of every view, download and change.
Connects with
- Microsoft 365 sign-in
- Scanners
- Existing file shares
AI that helps
Read scanned documents (OCR), suggest tags, and summarise long documents.
Add-ons
- File tracking for physical files
- Workflow automation
- E-signature
Questions
Can we bring in our existing files?
Yes. We plan the move with you, migrate your folders and keep the structure where it makes sense.
Can scanned paper documents be searched?
Yes, as long as the scan is clear. OCR reads the text so most scans can be searched. Handwriting and faint scans may not be picked up fully.
Need a document management system?
Tell us how your team works today. We'll show you what we would build and give you a clear quote.