Documents
The paperwork attached to the record it belongs to.
Attachments already live against business documents in G1. The documents module adds the rest: capture, extraction, retention and a way to find a contract without asking three people.
- Category
- Operations
- Status
- In development
- Depends on
- Nothing
- Connectors
- 9
What it does
Documents, in practice
The parts that matter day to day, not a feature matrix.
Extracted values are proposed. A person confirms before it posts.
Illustrative product screen — sample data, not a measured result.
Works with
Modules that sit beside this one
Often switched on together
- In developmentExplore
Processes
Your operating procedures, modelled instead of remembered.
- In developmentExplore
Workflow
Approvals and routing across the business, not just finance.
- PlannedExplore
Inventory
What you hold, where it is, and what it is worth.
- In developmentExplore
Procurement
Requests, orders and receipts that line up with the bill.
Industries
Where this does the most work
Problems it removes
What people come to us with
Connects to
Connect what you already use
Connector status is stated honestly. Only file import and export are live today; the rest are planned or built on request.
- PlannedExplore
Google Drive
Files linked to the transaction they support.
- PlannedExplore
SharePoint
Existing document libraries, connected.
- PlannedExplore
Dropbox
Supporting documents where you already keep them.
- PlannedExplore
DocuSign
Signed contracts attached to the contract record.
- PlannedExplore
Google Workspace
Sign-in, calendars and Drive, connected.
- PlannedExplore
Microsoft 365
Identity, calendars and SharePoint in one connection.
- PlannedExplore
Notion
Operational notes linked to the records they describe.
- PlannedExplore
REST API
A documented way in and out for anything else.
- PlannedExplore
Zapier
Connect the long tail without writing code.
Scenarios
Where this module changes the day
Illustrative situations, not clients. There are no measured results here because there is nothing to measure yet.
Operations
Documents is on the way. Tell us how you would use it.
What gets built next is decided by the businesses that need it. That conversation is how a module moves up the list.