Document Management SoftwareOrganize, Share & Collaborate
Centralized document storage with version control, access permissions, digital signatures, and full-text search. Keep every business document organized, secure, and instantly accessible from your ERP.
8 Core Capabilities
Everything You Need for Document Management
From storage to signatures — manage your entire document lifecycle in one place
Document Storage
Centralized cloud storage for all your business documents. Upload invoices, contracts, receipts, and any file type. Organize with tags, metadata, and custom properties for instant retrieval.
Version Control
Track every change with automatic versioning. Compare document versions side by side, restore previous versions, and maintain a complete history of edits and updates.
Access Permissions
Granular role-based access control for every document and folder. Set view, edit, download, and share permissions per user or team. Keep sensitive documents restricted to authorized personnel.
Document Templates
Create reusable templates for contracts, agreements, letters, and more. Auto-fill fields from your ERP data — customer name, invoice number, company details — saving hours of manual work.
Digital Signatures
Collect legally binding digital signatures on contracts, approvals, and agreements. Track signature status, send reminders, and store signed documents with tamper-proof audit trails.
Full-Text Search
Find any document instantly with full-text search across file names, content, tags, and metadata. Advanced filters by date, type, uploader, and linked ERP record for pinpoint accuracy.
Audit Trail
Complete audit trail for every document action — uploads, views, edits, downloads, shares, and deletions. Meet compliance requirements with timestamped, user-attributed activity logs.
Folder Management
Organize documents in a hierarchical folder structure. Create project folders, department folders, and shared spaces. Drag-and-drop file organization with bulk move and copy operations.
Centralized Document Repository
Store all your business documents in one secure, cloud-based repository. From invoices and purchase orders to contracts and employee records, every file is linked to its relevant ERP record for instant context and retrieval.
Version Control & Access Management
Maintain full control over document versions and who can access them. Every edit creates a new version, so you never lose previous work. Role-based permissions ensure sensitive documents remain secure.
Document Workflow & Signatures
Automate document review, approval, and signing processes. Route documents through multi-level approval chains, collect digital signatures, and maintain a complete compliance trail for every document lifecycle.
Works Great With
Related Features
FAQ
Frequently Asked Questions
Fininvo supports all common file types including PDF, Word, Excel, PowerPoint, images (JPG, PNG), and more. There is no restriction on file type. Files are stored securely in the cloud with automatic compression for optimal storage.
Ready to Organize Your Business Documents?
Join businesses that have eliminated document chaos with Fininvo. Centralize, secure, and collaborate on every document from day one.
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