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Specialized Specialized · Tafkiro Module

Document Management.

Document versioning, workflows, e-signatures, retention policies.

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Specialized module
Document Management
What changes

Extracts structured data from 200+ document types at 99.2% field accuracy, with retention policies enforced automatically and compliance gaps flagged 30 days before audit exposure.

14
Key features
3
AI capabilities
Features

What Document Management covers.

14 capabilities across 4 functional areas — all on the same database, sharing one record for every transaction, customer, and vendor.

Document Control
4 capabilities
Version control
Every revision numbered, timestamped, and linked to the approving user. Prior versions in read-only archive; the current approved version always unambiguous to every user in the system.
Approval workflows
Multi-level approval chains configured by document type, value, and department. Every step timestamped with reviewer identity; full approval history embedded in the document record.
Controlled distribution
Distribution lists per document type with read-receipt tracking. Superseded versions recalled automatically when a new revision issues — recipients notified of the update.
Document templates
Standard templates for contracts, SOPs, work instructions, and compliance forms. Templates enforce structure and mandatory fields — reducing variation in critical documents.
Storage & Search
4 capabilities
Repository & folders
Hierarchical folder structure with role-based access control per folder. Documents inherit permissions from the parent folder; individual document-level override where needed.
Full-text search
Search across document content, metadata, and custom fields. Results ranked by relevance; filter by type, owner, date range, tag, and project.
Tags & metadata
Custom metadata fields and tags per document type. Consistent classification enables bulk policy enforcement and precise audit queries across the entire document repository.
Document linking
Link documents to transactions, projects, customers, and assets. Invoice → supporting PO → delivery note linked in one record; no searching across systems for context.
Compliance & Signatures
4 capabilities
Retention policies
Retention schedules enforced by document type and jurisdiction. Auto-delete, archive transfer, or legal hold activates at each policy trigger date — no manual management.
Legal hold
Documents placed on legal hold are protected from deletion during litigation or audit. Hold applied across all linked copies and associated transactions simultaneously.
E-signatures
Legally binding electronic signatures with timestamped audit trail and tamper-evident seal. Aadhaar eSign for India; qualified electronic signatures for GCC compliance.
Audit trail
Every view, download, share, edit, and approval logged to user and session. Immutable audit trail for external audit and regulatory inspection — no reconstruction required.
Document Intelligence
2 capabilities
Auto-classification
Documents classified by type, project, and retention policy at upload. No manual filing for standard types; classification reviewed and corrected by exception only.
Data extraction
Structured data extracted from invoices, contracts, and certificates at 99.2% accuracy across 200+ document types including PDFs, scanned images, and photos. Data populates linked transactions.
Tafkiro AI

How AI works inside Document Management.

Every AI capability runs continuously in the background. Outputs surface inside your normal workflow — approvals, queues, alerts — where your team already works. Nothing to open, nothing to trigger.

/ 01
Document classification
Categorizes uploaded files by type, project, and applicable retention policy automatically at upload. No manual tagging required for standard document types.
Example · Live output
147 uploads this week → auto-classified: 62 invoices · 31 contracts · 24 certs · 30 misc
/ 02
Data extraction
Pulls structured data from invoices, contracts, and certificates at 99.2% field accuracy across 200+ document types including PDFs, scanned images, and photos.
Example · Live output
INV-4821: 8 fields extracted — vendor · date · amount · tax · PO ref · IBAN · due date · currency
/ 03
Compliance flagging
Monitors documents approaching expiry, missing mandatory fields, or outside retention policy windows. Flags surface 30 days ahead — not during an audit.
Example · Live output
3 docs flagged: Trade license (18 Feb) · Insurance cert (2 Mar) · ZATCA cert renewal due
Best fit

Where Document Management matters most.

The module ships with industry-specific defaults, report layouts, and compliance configurations for each vertical — not a generic setup you adapt after go-live.

Industry
Professional Services
Engagements · Timesheets · Billing · Utilization
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Industry
Construction
Sites · Materials · Labor · Progressive billing
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Same platform

Modules that integrate with Document.

Every module shares one database. Data posted in Document Management is immediately visible to these modules — no sync, no API bridge, no reconciliation.

Rental ManagementHelp Desk & SupportAgricultureField ServiceContract Management
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