Document Management
Upload, organize, collaborate, and manage your documents
Overview
DocAssure provides comprehensive tools for managing documents throughout their lifecycle. From upload to archival, you have full control over your documents with AI-powered processing, version control, collaboration features, and robust security.
Uploading Documents
Manual Upload
- 1. Go to Document Hub → Upload & Process
- 2. Drag and drop files or click to browse
- 3. AI automatically processes and classifies
- 4. Review and confirm metadata
Bulk Upload
- 1. Select multiple files at once
- 2. Set common metadata for all documents
- 3. AI processes each document in parallel
- 4. Review batch processing results
Watch Folders: Configure automated uploads from designated folders in Settings. Documents are automatically processed when placed in the watch folder.
Key Features
AI Classification
Automatic document type detection and metadata extraction using AI.
Version Control
Track all document versions with full history and rollback capability.
Smart Search
Find documents by content, metadata, or ask natural language questions.
Collaboration
Real-time co-viewing with presence indicators showing active users.
Comments
Threaded comments with AI-powered summaries for discussions.
Secure Sharing
Share documents with expiring links and access controls.
AI Annotations
DocAssure can automatically analyze documents and highlight key information:
Dates, amounts, names, and critical terms
Inconsistencies or missing information
Regulatory requirements and obligations
Links to related documents
Document Security
- Access Controls: Set permissions at document or folder level
- Encryption: Documents encrypted in transit and at rest
- Audit Trails: Track all actions performed on documents
- Secure Sharing: Password protection and expiring links
- Watermarking: Add visible or invisible watermarks