Document Management

A full document library with AI-powered classification, OCR text extraction, and version history. Upload files individually or in bulk, search inside document content, compare versions side by side, and attach documents to any record across the entire platform. Organize with collections, tags, and facet filters instead of endless folder trees.

Features

• ✓ Full document library with collections, folder structure, and tag-based organization
• ✓ Upload with drag-and-drop anywhere on the page; bulk upload and server directory import
• ✓ Version history with check-out/check-in workflow and side-by-side comparison
• ✓ AI-powered document classification, summarization, and auto-filing with learning rules
• ✓ Automatic OCR text extraction with full-text search across all document content
• ✓ Cross-module document bridge — attach documents to customers, work orders, invoices, vendors, matters, and more
• ✓ Collection-level access control — open or restricted to specific users
• ✓ Template libraries for reusable collection structures with pre-configured types and AI rules
• ✓ Saved searches, saved datasets, and custom facet filters per collection
• ✓ Column customizer with saved views, CSV export, and sortable tables
• ✓ Batch refactor — re-OCR, re-summarize, re-name, re-tag, or re-classify entire collections
• ✓ Drag-and-drop filing — drag documents onto folders in the sidebar tree to move them instantly
• ✓ Two-panel navigator with resizable sidebar, keyboard navigation, and infinite scroll
• ✓ Breadcrumb navigation and contextual browsing across modules