Your documents, connected to everything.

Full Microsoft Office integration – create, edit, and store Word documents, Excel spreadsheets, and PowerPoint presentations directly within the platform. Check-out and check-in prevents conflicting edits, so two people never overwrite each other’s work.

A built-in filing tray captures incoming documents and emails. Route them to the right entity, client, or compliance record with a few clicks. Outlook integration lets your team file emails and attachments without leaving their inbox.

Optional Azure-powered content search goes beyond filenames – search the actual content of documents and find specific clauses, amounts, or dates across thousands of files in seconds.

Full version control and approval workflows keep everything governed. Every version is tracked, every access is logged, and document permissions are enforced at the entity level.

A built-in document template library supports document automation, and internal signing capabilities allow documents to be signed within the platform without external tools.

Key capabilities