Configure your Document Management System
Everything you pick here becomes your Build Agreement — the exact scope both of us sign off on before payment.
1. Standard features (included)
These ship with every Document Management System build and are covered by the base price.
- ✓Folder/category structure with custom metadata fields
- ✓Upload with drag-and-drop and bulk import
- ✓Full-text search across titles, metadata, and file contents
- ✓Version history with check-in/check-out
- ✓Role- and folder-based permissions
- ✓Document expiry and review-date alerts
- ✓In-browser preview (PDF, images, office docs)
- ✓Sharing via expiring secure links
- ✓Activity/audit log per document
- ✓Tags and saved searches
- ✓Trash/retention with restore
- ✓Storage usage dashboard
2. Custom features
Describe anything beyond the standard scope. Ideas: Approval workflow for controlled documents (ISO/QMS) · E-signature integration · Automatic OCR and metadata extraction on upload
Final complexity is confirmed in your Build Agreement — never after payment.
3. Your business details
Your system is branded and personalized with these. Only the business name is required — everything else stays editable in your system's admin settings after delivery.
Team / key people (optional)
Roles and names change over time — your system ships with an admin page to update them any time.
System languages
Your system ships in English. Add up to 3 more at no extra charge — the whole UI is translated during the build.
✓ English — always included
0/3 additional languages selected
4. Design ideas (optional)
Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.