Document templates and evidence

Documents Management

Documents replaces scattered files with structured templates, generated outputs, evidence attachments and module-linked records.

Start with templates and shared files. Later connect documents to approvals, CRM, finance, legal and compliance workflows.

Maturity: pilot ready
Start free Install package / choose plan Book demo / request setup

Problem this module solves

Documents replaces scattered files with structured templates, generated outputs, evidence attachments and module-linked records.

Who it is for

  • Operations teams
  • Finance and legal teams
  • Sales teams creating offers
  • Compliance-heavy businesses

What you can do in the free version

  • Store starter documents and templates.
  • Attach files to records and requests.
  • Use basic document categories and search.

Example workflows

Core workflows
Operational dashboards

Recommended connected modules

Common next module

BPM

Use this when the first module starts producing records that need approvals, evidence, automation or follow-up.

Related packages if available

Document packages

Screenshots or UI proof

Representative interface proof for planning, workflow and rollout discussions. Availability can vary by pilot scope.

Documents dashboard
Documents dashboard
Document hierarchy
Document hierarchy
Default fields
Default fields

Plans for Documents Management

Sorted from cheapest to most expensive.

View full pricing →
Silver Free - Documents
Free
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 200 Clients
  • Unlimited Supplier records
  • ∞ Devices
  • 512 MB Secure storage
Choose plan
Silver - Documents
10$/user monthly
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 200 Clients
  • 1 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 512 MB Secure storage
Choose plan
Consultation - Documents
Contact for pricing
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 100000 Clients
  • 1000 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 100000 MB Secure storage
Choose plan

Start Documents Management with a focused path

Begin with the free setup, choose a plan when you need automation and reporting, or ask us to configure the first workflow with your data.

Start free Install package / choose plan Book demo / request setup
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