• Document and content filing using naming conventions and metadata templates

• Advanced document recognition, classification and data extraction

• Powerful and intuitive document and file search and retrieval

• Highly configurable content workflow and business processes

Content Management

• Records management for crucial contracts and documents

• Retention, disposal and acession plans

• Contract completion and filing

• Reminders and alerts for renewal and termination

Contracts and Records

• Accounts payable automation

• Invoice capture and data extraction

• Integrations with Finance and ERP platforms - e.g. Xero, MYOB, Maximo, Accredo and more

• Purchase Order management

• Vendor and client onboarding

Finance Processes

• Recruiting and interview processes

• Onboarding and offboarding forms

• Induction processes

• Review and training processes

• Employment contracts

• Health and Safety, risk assessment

People and Performance

• Sales contract and proposal generation and filing

• Marketing collateral and asset control

• CRM integration

• Correspondence and client information management

• AML and KYC compliance

Sales and Marketing

• Construction and civil engineering procedures and manuals

• Bill of Materials

• Build sheets and workshop process flows

• Parts and warehouse components ordering

Industry and production