Every client document in one place — date-stamped, categorised and linked to its client, entity or individual the moment it enters the system. Drag and drop, bulk import or auto-load.
Single Scan Image Attachments (Single Click)
Scanned images in the scan folder attached with a single click. Standard documents have one-button auto-load with Attach, View, Delete or Move back to scan folder. Applies to standard documents only.
Bulk Multiple Document Load (Drag & Drop)
Drop multiple documents from C:\SCAN_BULK folder or Desktop. Each document processed individually — filename read to identify and categorise automatically. Unrecognised filenames returned to scan folder for renaming.
Document Categories & Types
Every document filed under structured category and document type. Country code abbreviations, company type abbreviations and document type definitions maintained in the system appendix for consistent classification.
Document Expiry Tracking
Every document carries a review date monitored continuously against the current date. Passports, vessel licences, director appointments and compliance certificates flagged automatically before deadline. Reports show exactly which documents are expiring.