SharePoint-style document vault with version control, team folders, and secure sharing.
Centralise all business documents — contracts, SOPs, compliance evidence, proposals — in one versioned vault with granular access control and audited sharing links.
SUB-MODULES
Hierarchical folder structure with team-level access controls.
Every file save creates a version — roll back instantly.
Create time-limited share links — for clients, auditors, or partners.
MODULE CONNECTIONS
Data flows between modules automatically — no manual exports, no copy-paste, no middleware.
QUESTIONS
Centralise all business documents — contracts, SOPs, compliance evidence, proposals — in one versioned vault with granular access control and audited sharing links.
Document Management covers Folder Structure, Version Control, Secure Sharing. Hierarchical folder structure with team-level access controls.
Document Management is included in the Business and Enterprise plans. Every plan starts with a 30-day free trial. See the pricing page for current prices.
Yes. Document Management runs on the same database as every other Plenix Cloud module, so it shares records with CRM, Compliance, ERP, AI without exports, imports or third-party connectors.
WHO USES DOCUMENT MANAGEMENT