Documents

The document library that stays current

Upload once, file properly, control who sees what, and read documents in the built-in viewer. When a policy needs more than filing — when it needs reading — send it for signature and watch who has signed.

Included free — like the rest of the platform.

How it works

  1. 1

    Upload and organise

    Folders and labels keep the library navigable; the built-in viewer opens documents in the browser, no download required.

  2. 2

    Control visibility

    Decide who can see each document. Visibility is enforced by the server, not the interface — a hidden document is genuinely hidden.

  3. 3

    Keep versions straight

    Upload a new version without losing the old ones, and mark which version is current — so nobody works from last year’s procedure.

  4. 4

    Get it read and signed

    Send a document for signature. Requests land in each person’s own queue, and the record shows who has signed and who is still outstanding.

What it does

Folders and labels

Structure and cross-cutting tags together, because one hierarchy never fits every question.

In-browser viewer

Read documents where you are — no download-open-delete loop on a site phone.

Version history

New versions stack on the record with one marked current; superseded copies remain readable.

Visibility control

Per-document visibility, enforced at the data layer.

Signature requests

Read-and-sign for the documents that bind people, tracked to completion in personal queues.

Feeds the briefings

Attach documents to a briefing when an update needs to reach the whole team with acknowledgement tracked.

Signed, not just stored

Some documents are only worth keeping if people have actually read them.

  • Signature requests per document, per person
  • Outstanding signatures sit in each person’s "For me" queue
  • The record answers "who has signed" without a chase email

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