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Capabilities you can add

Document & File Management

File storage, documents and document workflows.

Who needs it
Your system needs document & file management capabilities.
Price
Priced inside your plan or configuration, based on the tier you need

Exactly one tier per family is active. Each tier includes everything in the tier before it, and upgrading later costs only the difference.

4 options

  • Uploads (DOC-1)

    Priced inside your plan or configuration

    Uploads

    Uses: 1 Add-On

    What's included in Uploads (DOC-1)

    Includes

    • File upload/storage and basic association

    Good to know

    • Basic files.
  • Document Management (DOC-2)

    Priced inside your plan or configuration

    Document Management

    Uses: 1 Core

    What's included in Document Management (DOC-2)

    Everything in Uploads, plus

    • Document records
    • Metadata
    • Organization and controlled access

    Good to know

    • Business document repository.
  • Advanced Documents (DOC-3)

    Priced inside your plan or configuration

    Advanced Documents

    Uses: 2 Core

    What's included in Advanced Documents (DOC-3)

    Everything in Document Management, plus

    • Versioning
    • Approvals/status
    • Richer permissions and search

    Good to know

    • Advanced document operations.
  • Document Platform (DOC-4)

    Priced inside your plan or configuration

    Document Platform

    Uses: 3 Core

    What's included in Document Platform (DOC-4)

    Everything in Advanced Documents, plus

    • Automated processing
    • Retention or complex lifecycle requirements

    Good to know

    • May pair with AI document processing.

Recommendations are optional unless your system's architecture needs managed operation.

Talk it through

We will confirm the right option and explain the price before anything is agreed.