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Document Management

Full control over document creation, access, and tracking

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Key Benefits

What you'll achieve

Granular permissionsDelegation supportComplete audit trailSecure sharing

Ideal For

Perfect use cases

Team collaborationRegulated industriesCross-department workflowsDocument audits

5 Capabilities

Everything included in Documents

Document Management offers full control over how documents are created, accessed, customized, and tracked within the platform. Assign specific privileges, delegate responsibilities, and enforce security policies tailored to each document type. Teams can configure signature behavior, positioning, and branding to ensure a clean professional output. Shared access respects all permission boundaries, ensuring confidential information stays protected. Every document action — view, edit, send, sign — is logged through detailed activity and history reports. This helps organizations manage regulated content with ease. Sign Paperless ensures documents stay organized, secure, and compliant across their lifecycle.

Roles & Responsibilities

Users can be assigned specific roles that define how they interact with documents. Admins configure, FormWizers create, and senders manage. Clear role boundaries reduce errors and ensure secure handling. This structure supports efficient, transparent team collaboration.

Security Policy

Set document-level security restrictions like view-only mode, restricted downloads, or field masking. These policies safeguard confidential content and align with compliance requirements. They help organizations maintain proper document hygiene. All restrictions are enforced consistently.

Apps Assignment

Documents are linked to specific applications to ensure proper organization and security segregation. Users only access documents within the apps they are assigned to. This keeps workflows clean and prevents unauthorized visibility. Perfect for multi-division teams.

Signature Customization

Customize how signatures appear on documents—including style, alignment, and input method. Teams can choose whether signatures are drawn, typed, or uploaded. Consistent signature formatting improves document professionalism. It also supports regulatory frameworks.

Reports & History

Track each document's lifecycle—upload, edit, send, sign, view, or decline. Comprehensive logs help identify bottlenecks or issues. Advanced filtering makes finding specific actions easy. It supports auditing and operational analysis.