Every document, in one place
Scale tickets, PODs, invoices, ID scans, contracts, lab reports - all linked to the underlying records, all OCR-searchable, all versioned, all retrievable in seconds.
Document library with OCR search and version history.
Why "we have it somewhere" is not an answer
The cost of disorganized documents is rarely visible until you need them. Then it is a full day, a missed audit, a lost dispute, an expired certificate.
Auditor asks for all PODs for last quarter. They live in three places: scanned PDFs in a Drive folder, photos in a phone, and originals in a binder under someone's desk.
Every POD is attached to its dispatch the moment it is captured. Filter dispatches by date, click 'Download documents (zip)' - the whole quarter is one file, organized.
Customer disputes a shipment from 18 months ago. Finding the inspection photo, the bill of lading and the original quote takes three days because the documents are scattered.
Documents are linked to the records they relate to. Open the sales order, see the quote, the BOL, the inspection photos, the lab report, and the signed delivery confirmation - all on one screen.
Compliance officer wants every supplier ID document still on file. You search five folders and a binder. Half the IDs are illegible scans from 2019.
Each supplier has a documents tab. KYB docs, ID scans, signed contracts, certificates - all there, OCR-searchable, with expiry alerts when something is about to lapse.
Inside document management
OCR-powered search across every document you have ever uploaded
PDFs, images of receipts, scanned IDs, photos of lab certificates - all OCR-indexed when uploaded. Search "VIN ending 1234" or "lab cert number ABC-7" or "PO from BuildCo" and the matching documents return with relevant text highlighted. No more "I know it's in here somewhere".
Documents that live with their underlying records
Every document attaches to a record - a scale ticket, a dispatch, a supplier, an invoice. When you open the ticket, the documents are right there. Conversely, search by document content and jump to the related transaction. The single source of truth is one click away in either direction.
Version history that survives staff turnover
Edited contracts, re-issued certificates, replaced PODs - every version is preserved, with the actor and timestamp. Roll back to a previous version when someone replaces a good doc with a bad one. Diff two versions to see what changed. The history is automatic, not something staff have to remember to do.
What you get
Frequently asked questions
What document types can I store?+
Anything: PDF, JPEG, PNG, TIFF, HEIC, MP4 short clips, DOCX, XLSX. The most common types (PDF, JPEG, PNG) get OCR processing automatically. Storage is unlimited on Pro and Enterprise plans.
How does retention work?+
Per-document-type retention rules. ID scans, contracts and tax docs typically retained 7+ years. Routine PODs retained 3 years. The retention rule is recorded on the document; when it expires, you can review-then-delete or auto-delete based on your policy.
Can I bulk download documents for an audit or tax filing?+
Yes. Filter any list (dispatches, invoices, tickets) by date and entity, then "Download documents (zip)" produces an organized zip file with subfolders per entity. Useful when tax season demands a year of receipts in one bundle.
Does the OCR work on handwritten documents?+
Printed text is reliable (95%+). Handwritten is mixed - readable handwriting often works, scrawl rarely. For critical handwritten content (signatures, weights on paper tickets) the photo is preserved as-is so the document remains the source of truth.