Simplify Suite

Documents

Multi-project document management with rich editing & AI features

The Documents page is a multi-project document management system with rich editing, version control, sharing, and AI-powered features.

Documents screenshot

The Documents module is a streamlined document management system, comparable to Google Drive but designed with greater simplicity and focus. While easy to use, it offers several distinctive features that set it apart from generic cloud storage solutions.

These include granular permission controls, file encryption, configurable retention periods, built-in document editing, reusable templates, and integrated previews for a wide range of file types. Every document lives within a project context, so your team always knows where to find the right files.

In addition, the system supports full export of all files and folders at any time, ensuring complete data portability and eliminating the risk of vendor lock-in. AI-powered features help you generate summaries and quickly find answers within large documents.

1

Core Features

Overview Dashboard

Document cards grouped by project with search by title/content, project filter, and favorites-only toggle.

Document Management

Create, edit, and delete documents within projects. Supports folders for organization.

Templates

Create documents from reusable templates with full template CRUD.

Document Headers

Configurable document headers with a set-default option.

Rich Editing

In-app document editor with image upload support.

AI Features

Generate summaries and ask questions about document content using built-in AI assistance.

2

Collaboration & Sharing

Version Control

View document versions and restore previous versions.

Sharing & Permissions

Per-folder permission management. Publish/unpublish documents.

Password Protection

Set, remove, and unlock password-protected documents.

Public Sharing

Generate a public URL token for external access.

Employee Documents

Separate document space per employee with its own CRUD and access controls.

Google Drive Integration

Add documents from Google Drive.

Export Options

Bulk download, bulk print, and PDF generation.

3

Security & Compliance

File Encryption

Encrypt sensitive documents at rest to meet data protection requirements.

Retention Policies

Configure automatic retention periods to comply with regulatory obligations and keep your workspace clean.

Audit Trail

Track who accessed, edited, or shared a document and when, providing full visibility for compliance reviews.

Role-Based Access

Ensure only authorized team members can view or edit documents within each project and folder.

Ready to simplify your workflow?

Documents is just one of many tools in the Simplify Suite. See how they all work together.

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