Every document, from intake to renewal
Keep private source files, reviewed metadata and renewal dates connected. Use the core document workflow on its own, with optional OCR when approved and enabled.
Bring files into a private register
Upload business documents, record a category and owner, and keep every version with its source. Files remain quarantined until required scanning checks complete.
- Source files and versionsRetain the original and view the document history as it changes.
- Useful metadataRecord dates, document numbers, entities and tags for retrieval.
- Import with reviewPrepare and validate document-register imports before committing them.
Review information against the source
Work through review queues, claim tasks and confirm the details that matter. Extracted information needs a human check before it informs a business decision.
- Optional OCRAzure Document Intelligence requires approved configuration and validation. Availability depends on the deployed service.
- Manual fallbackRecord and verify metadata without an automated extraction connection.
- Accountable decisionsKeep review activity and document versions available for later checks.
Prepare for the next renewal
Review upcoming and overdue dates, open the relevant document and confirm the next action. A clear renewal register helps the team follow up with context.
- Upcoming and overdue viewsFind the documents that need attention from the dates saved in your workspace.
- Recorded renewal statusKeep the status and related entity alongside the source record.
- Notification requirementsReminder delivery depends on workspace notification configuration.
Control access and retain the history
Role-based access, controlled exports, legal holds and audit logs support your document handling process. They do not, by themselves, establish regulatory certification.
Integration boundaries
Scoped API access and signed webhooks support agreed integrations. Connector records are setup drafts; live synchronisation, external document Q&A and SSO are not included in this release.
See how it fits your team
Bring your document types, renewal process and access requirements to a guided discussion.
Questions before you start
Can we work without automated extraction?
Yes. Manual metadata entry, review, search and renewal tracking remain available. Azure OCR is optional and requires approved setup and validation.
Are connectors live?
Connector records are setup drafts. Live connector synchronisation, external document Q&A and SSO are not included in this release.