Document Management

End-to-end document
management with UniFi

The document management feature in UniFi comes as standard and is useable across all use cases.  

UniFi gives you extensive features so you can fulfil multiple use cases in one platform. Unlike other providers, all features are included for one price.

All features can be used together to automate processes, improve reporting, integrate systems and replace your 3rd party software. Reducing your need to manage multiple disparate systems and helping reduce your costs. It’s one platform to replace them all.

Any document that is attached to a transaction will be securely stored in UniFi and is only accessible by users with the correct permissions. You can easily connect documents to your workflows using the drag-and-drop form builder.

You can attach documents to any stage of the processes you create in the workflow builder and these documents can be automatically linked to external systems using the integration tool. You can automate how documents are distributed, assigned or approved at the click of a button.

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