Features

Smart-Upload

Broad Format Compatibility

Broad Format Compatibility 

Broad Format Compatibility enables organizations to upload, store and manage documents across multiple file formats, ensuring seamless document ingestion, accessibility and centralized document management.  

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Challenges

Understanding the business challenges this feature is designed to eliminate

Multiple File Formats Across Departments

Organizations receive documents in various formats, making it difficult to manage, store and process enterprise content within a single document management platform.

Inconsistent Document Processing

Different file formats often require separate applications or manual conversion, slowing document workflows and reducing operational efficiency.

Limited Accessibility & Collaboration

Unsupported file formats create barriers to document sharing, collaboration and enterprise document management across teams and business units.

KeY Capabilities

Support for Multiple File Formats

Upload and manage PDFs, Microsoft Office documents, scanned images, emails, CAD drawings, TIFF files and other business document formats from a single platform.

Unified Document Repository

Store documents of different formats in a centralized repository while maintaining consistent indexing, metadata and document organization.

Format-Independent Document Processing

Apply OCR, AI-powered classification, metadata indexing, version control and workflow automation regardless of the document format.

Integrated Document Preview

Preview supported document formats directly within the DMS without requiring third-party applications, improving user productivity and collaboration.

Enterprise System Compatibility

Seamlessly manage documents received from ERP, CRM, HRMS, email platforms and other enterprise applications without format restrictions.

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

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

Structured financial data for audits and regulatory readiness.

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

Organized contracts for visibility, risk control and renewals.

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

Project documents streamlined for governance and compliance.

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Project ID for centralized project documentation
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RERA Number to ensure regulatory compliance
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Unit Code for asset-level reference
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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?

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

What metadata field types are supported?

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

Can metadata be made mandatory for document uploads?

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

Can users edit metadata later?

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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.

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