4:20
Coming soon
Basics
ProMatrix module
Document Management
The full document lifecycle: creation from a template, approval routing, signing, registration, execution and versioned archival storage.
In production
About the module
Documents that never get lost
The module covers both internal and external document management. Internally — memos, orders, policies, contracts. Externally — exchange with counterparties through EDI operators and electronic signatures. Every document follows a route: who approves it, by when, and what happens if a deadline is missed. A document can be co-edited, discussed in a linked chat and talked through on a call without leaving its card.
Who works in the module
Records clerkManagerLegal counselAssigneeArchivist
An object's path through the module
01
Creation
02
Approval
03
Signing
04
Registration
05
Execution
06
Archive
Features
What the module can do
8 feature blocks available once the module is enabled.
01
Route builder
Sequential, parallel and conditional approvals. Routes are built with drag and drop and are versioned.
02
Document templates
Autofill from reference data, numbering schemes, formulas, required fields and completeness checks.
03
Collaborative editing
Several people in one document at the same time, with visible edits and per-author history.
04
Electronic signature
Qualified and simple e-signatures, timestamps, certificate validation and a signing mark.
05
External EDI
Exchange of structured and unstructured documents with counterparties through operators.
06
Archive and search
Full-text search across content and metadata, faceted filters, retention periods and a file classification scheme.
07
Execution tracking
Assignments, deadlines, reminders, escalation to a manager and an on-time performance report.
08
Access classification
Restrict document visibility by role, department or a named list of people.
Connections
Modules it works with
The module can be bought on its own, but it shines in combination: data flows between modules automatically.
Video
Feature demo
This section is set up for screen recordings. Videos are added as they are produced.
8:10
Coming soon
Setup
Setting up an approval route
6:35
Coming soon
EDI
Signing with a qualified e-signature and sending to a counterparty
5:15
Coming soon
Collaboration
Co-editing a contract
Purchasing
How to buy this module
The module is licensed separately or as part of the system, by subscription or perpetually. You can estimate the cost for your setup in the calculator.
With a server
Client-server edition: collaboration, sync, chats and conferencing. The server runs on your side, on ours, or in a hybrid setup.
Local, no server
Installed on a workstation with its own database. Standalone operation, perpetual license; the server side can be added later.
Subscription or perpetual
A monthly fee with updates and support, or a one-time purchase with support under a separate contract.
With implementation
Process setup, data migration from your current systems and user training — as a separate stage.
See the module on your own data
We'll load your sample documents and processes into a demo environment so you can see the system in a familiar setting.