Everything that happens to a document, in one account.
Document management from intake to archive: every action stays organized, traceable and connected to the same document.
Receive and organize
- Multi-channel intake
- Upload, drag folders, email or WhatsApp. PDFs, images, Office files, text and video.
- AI reading and classification
- Identifies the document type, extracts fields and suggests a category. Scanned files go through OCR.
- Rules-based organization
- Each category sets retention, an access class and who can view, download, share and approve.
- Search by content and metadata
- Find documents by their text, an extracted field or the people involved.
Sign and acknowledge
- Electronic signature with proof
- Up to 50 signers, email confirmation code, certificate and hashes in the PDF, and a public validator.
- Acknowledgement tracking
- Policies and notices count as delivered only once opened, with time, IP and device recorded.
- Guest signing
- External signers confirm with a code and sign from a link. No account, no install, no cost.
- Bulk sending & reminders
- Send one document to many people with a deadline, automatic reminders and a view of who is pending.
Fill in and approve
- AI-assisted templates
- Describe a form or upload a PDF to generate fields, roles and validations. Fill in by link, QR or workflow.
- Multi-step workflows
- Up to 12 steps of filling, signing, approval and viewing, with deadlines, retries and AI-assisted setup.
- Role-based approvals
- Approvals by authority level, recorded in the trail. Sending, downloading and sharing can require approval.
- Document requests
- Request a document from someone with a deadline and reminders; it lands in the right category.
Keep and prove
- Retention & disposal
- Retention periods by category, counted from creation or expiry. Disposal is recorded with a hash.
- Expiry alerts
- Contracts, licences and certificates alert before they expire and appear in the Expiring view.
- Verification QR
- A QR on each document for the company, members or the public, with automatic rotation and the signature trail.
- Exportable audit trail
- Every action by person, time and IP, exportable as CSV for audits.
Interface in Portuguese, English and Spanish. Documents are read in the language they were written in.