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Module

Document Management

Every document. In one place. Always accessible.

Upload, version, and control access to compliance certificates, policies, contracts, and reports. Link documents to assets, projects, and personnel. Real-time updates across every connected screen.

Versioned document storage

Every upload creates a version. View the full version history. Roll back to any previous version. Nothing is ever permanently deleted โ€” just marked inactive.

Access control

Four access levels: org-wide (all members), admins only, project-specific (only personnel assigned to the project), or private (uploader + super admin).

Entity linking

Link a document to an asset, a person, a project, or a task. See all related documents from any entity detail page. Bidirectional โ€” auditable.

Real-time comments

Comment on any document. Comments are live โ€” every connected user sees new comments instantly via Socket.io. Full thread history.

Everything Included

Upload PDF, Word, Excel, images, video
Version history per document
Four access levels including project-scoped
Link to assets, personnel, projects, tasks
Real-time comments via Socket.io
Download with access-controlled presigned URLs
Document categories and tags

Document Management is included in

Essentials โ€” R1,499/moBusiness โ€” R4,999/moEnterprise โ€” R24,999/mo
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