Documents
Organize, generate, and automate documents with OCR, AI search, hierarchy, templates, e‑signatures, and version control — all linked to business context.
- Templates & generation
- OCR & auto‑classify
- AI search & auto‑tagging
- Hierarchy & contextual links
- e‑Signatures & audit trail
- Versioning & access control
Use cases
Categorize by type & context; assign OCR rules (CV, invoice, report).
Auto‑extract data and trigger actions (post expense, add candidate, start complaint).
Attach workflows when receiving/sending documents (reclamations, proposals).
Maintain hierarchy by client/project with hidden structures (requirements, sources).
Version control with detailed history and approvals.
Legal/Compliance, HR/Training, and Manufacturing/Engineering repositories.
Screens
Docs
API, events, templates, and webhooks for Documents.
Developer docs →