Features

Search-Document

Saved Searches

Saved Searches 

Saved Searches allow users to save frequently used search criteria, enabling instant access to recurring document searches without reapplying filters. 

product-hero

Challenges

Understanding the business challenges this feature is designed to eliminate

Repetitive Search Activities

Users repeatedly enter the same keywords and filters to locate frequently accessed documents, resulting in unnecessary effort and reduced productivity.

Inconsistent Document Retrieval

Different users often apply different search criteria for similar documents, leading to inconsistent search results and inefficient information access.

Delayed Access to Critical Documents

Frequently required business documents take longer to retrieve when commonly used search parameters are not readily available.

KeY Capabilities

Save Frequently Used Search Queries

Save keyword searches, metadata filters and document search criteria for one-click access to frequently accessed enterprise documents.

Reusable Search Filters

Store commonly used combinations of document type, department, date range, status or customer information to simplify recurring searches.

Personalized Search Views

Create role-based saved searches tailored to individual users, teams or departments for faster and more relevant document retrieval.

Intelligent Enterprise Search

Retrieve invoices, contracts, employee records, engineering drawings and other business documents instantly using predefined search configurations.

Improved Productivity & Search Consistency

Standardize enterprise document search by enabling users to reuse validated search criteria, improving efficiency and reducing repetitive manual effort.

Structure your documents with custom metadata for faster search and smarter control.

Use Cases

Solutions Across Departments

Centralized employee records for compliance and lifecycle management

check_circle
Employee Code for unique employee identification
check_circle
Joining Date to track tenure and eligibility
check_circle
Policy Version to manage compliance and updates
check_circle
Appraisal Cycle for performance review timelines
Centralized employee records for compliance and lifecycle management

Structured financial data for audits and regulatory readiness.

check_circle
Loan Number for account level tracking
check_circle
Customer ID to link financial records
check_circle
Invoice Date for billing and reconciliation
check_circle
PO Number for procurement validation
Structured financial data for audits and regulatory readiness.

Organized contracts for visibility, risk control and renewals.

check_circle
Contract Type to classify agreements
check_circle
Counterparty Name for stakeholder identification
check_circle
Renewal Date to avoid missed obligations
check_circle
Risk Category for compliance and exposure tracking
Organized contracts for visibility, risk control and renewals.

Project documents streamlined for governance and compliance.

check_circle
Project ID for centralized project documentation
check_circle
RERA Number to ensure regulatory compliance
check_circle
Unit Code for asset-level reference
check_circle
Approval Authority for governance and control
Project documents streamlined for governance and compliance.

FAQ’s

Frequently Asked Questions

Can I create different sets of metadata for different document types?

close

Yes. You can define metadata templates based on document categories (e.g., invoices, contracts, employee forms).

What metadata field types are supported?

open

Text fields, dropdowns, dates, checkboxes, numbers, radio buttons, multi-select fields and more.

Can metadata be made mandatory for document uploads?

open

Absolutely. You can configure rules that enforce metadata completion before document submission.

Can users edit metadata later?

open

With proper role-based access, metadata fields can be edited, versioned and audited.

Unlock the Future of Document Management

Discover a new era of efficiency, where powerful features and intuitive design work together to elevate your file management experience.

footer-logo

Regd. & Corp. Office: C 208, Neelkanth Business Park, Nathani Road, Vidyavihar West, Mumbai, Maharashtra 400086, India.

LinkedInInstagramFacebookTwitter

© Copyright 2026, All Rights Reserved

Designed with

Heart

by dMACQ Solutions