Document Management

Documents as objects in their own right — one file on many records, with version history, per-document sharing, a review and expiry lifecycle, a record of who read what, and content search.

• Documents & Versions — What a document is as distinct from an uploaded file — versions that are kept rather than replaced, check-out, and attaching one document to several records.
• Document Access — Who can read a document and why — the union of the records it is on, the classification no route can pass, grants to one person, and links for people with no account.
• The Document Library — The screen that answers "what documents are there" — filters, search inside the files, custom columns per document type, and previewing without downloading.
• Document Control — The lifecycle: an owner who answers for it, review cycles and expiry dates, approval and what is actually in force, acknowledgements, reminders, and what disposal does.
• Reading, Watching & Auditing — A record of every authorised read and every refusal, alerts when a document changes, and undoing a detach.
• Bringing Documents In — Turning what you already have into documents — existing record attachments in bulk, files in a file store, and scans that need reading before they can be searched.