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The platform

Twelve modules. One governed spine.

Every module reads and writes the same lifecycle — so capture, classification, collaboration and records management agree about every file.

Capture & classify

Getting content in — structured from the first second.

Smart Capture

Drag-and-drop, bulk import with metadata mapping, mailbox capture and public forms — four doors, one governed repository.

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Classification & Models

Typed document models turn files into governed records — dates that are dates, amounts that are numbers, lists that only accept known values.

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Forms

Build public forms with 22 field types; submissions arrive classified, routed and audit-trailed.

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Deep Search & OCR

Full-text search inside documents — including scanned pages — across names, content and metadata, in three languages.

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Work & collaborate

Where documents live, get read, signed and moved forward.

Workspaces

Governed content areas with their own members, policies, models and audit trail. Membership is the access control.

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Universal Viewer

Read any format in the browser. Annotate, stamp, compare versions side-by-side, and edit PDF pages without leaving the page.

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Signatures & Certificates

Certificate-backed signatures bound to document content, with a managed trust store and server-side verification.

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Workflow Designer

Visual approval and routing flows — 30+ node types, human steps, conditions and automations — designed on a canvas, run by the engine.

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Sharing & Delegation

Permission-by-permission sharing, time-limited external links with watermarking, and delegation with fixed windows.

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Govern & retain

Records, retention, the closed archive and the proof.

Records & Legal Holds

Declare records, freeze content under legal hold, and let retention schedules govern the lifecycle — defensibly.

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Archive & Disposition

A closed, immutable repository with a destruction clock, human-approved dispositions and a full access audit.

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Audit & Reporting

Every governance event recorded in sequence. Filter, export to evidentiary CSV or JSON, and report platform-wide.

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