DOCUMENTS & KNOWLEDGE
Documents that remain connected to the work.
Store, organize, version, generate, and retrieve business documents without separating them from customers, employees, projects, forms, or approvals.
BUILT FOR BUSINESS DOCUMENTS
Core capabilities
Structured folders
Organize documents in clear folder hierarchies around the business entities and processes they support.
Version history
Keep the history of a document as it changes instead of losing previous versions in duplicated files.
Document lifecycle
Move documents through appropriate states such as draft, issued, and archived.
Permission-aware access
Apply business access rules to the pages and actions surrounding document management.
Duplicate protection
Use file hashing to help prevent unnecessary duplicate uploads.
Document generation
Generate supported business documents from controlled templates and structured data.
Workflow connections
Attach documents to forms, tasks, profiles, projects, reviews, and approval processes.
Unified search
Help authorized users find relevant records and documents across connected parts of the platform.
MORE THAN A FILE
The file is only part of the record.
A document gains operational value when users can understand:
- Who or what it belongs to
- Which process created it
- Which version is current
- What state it is in
- Who can access or change it
- Whether it needs review or approval
- Which project, customer, employee, or task depends on it
ACROSS THE ORGANIZATION
