Insight & Control

Documents

The company filing cabinet

Folders, versions and expiry alerts for the documents that belong to the company.

  • Included in every plan, with nothing extra to buy
  • Shares one set of records with every other module
  • Your data kept apart from every other customer
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A shared document library with folders
What's included

What you can do with Documents

Above: a shared document library with folders.

Works with

Connected, not another silo

One search finds company documents and the files attached to individual records.

Reports & Analytics AI Assistant E-Signatures Knowledge Base Surveys API & Webhooks

Try Documents on your own data

Every module, one price per user. 14 days free. No credit card required.

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