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Manage your documents from multiple storage applications (Google Drive, OneDrive, SharePoint, Local Storage) in one place. Tag documents and associate them with records or workflows.
Submit documents for approval. Get one-click approvals and track approvals in one place.
Merge all versions of a document that you have sent or manually uploaded into a single link. See the differences between versions at any time.
Automatically fill out documents using shareable or embedded forms. Merge multiple templates into a single form.
Send documents based on department or conditions while uploading. Use workflow automation if you want the legal department to see it before it goes to the CFO or if you want it to go to the finance department only after one of the legal department approves it. Eliminate manual processes and increase efficiency.
Intelligently create records based on record types (contract, case file, power of attorney, etc.). Follow the records in excel format, view the contents of the records and collaborate with your teams.
Stay one step ahead of key contract dates and gain visibility into your details with customizable reporting and alerts.
Prepare document easily
Close deals 3x faster.
Easily access contracts
Don't miss deadlines
Join happy teams that make it easy to manage documents
and collaborate remotely.