Every business document, registered and under control
Register, classify, route, approve and archive every formal document — incoming and outgoing — in one place, with owners, deadlines and a full audit trail.
About this module
The Documents module is a single register for every formal document in the company. Contracts, incoming and outgoing letters, orders, powers of attorney and memos are no longer scattered across email, drives and paper: each document gets a registration card, an owner, an approval route, a deadline and a version history. Instead of disconnected files you get a traceable system of record where you can always see who is responsible, what stage it is at and what has happened to it.
But this is not just storage. A document moves through a formalized process — from creation from a template or arrival by email to approval, signing and filing into the archive. Inside that process the Records AI agent recognises the document type, registers and classifies it, sends it down the right route, tracks deadlines and drafts outgoing letters for your approval. OCR makes scans searchable, and search works by meaning, not just by file name.
Documents is the foundation for the rest of the platform: document workflow, HR and finance processes, internal regulations and meetings are all built on top of it. Signing runs through the built-in eSignature, and every action — registration, version, approval — is kept with a full audit trail, which makes the work legally significant and verifiable.
Where it slows you down
Documents scattered
Contracts, letters and orders live in email, drives and paper — with no single register.
Approvals lost in threads
Sign-off scatters across inboxes, so no one knows the current status.
Manual filing
People retype documents into registers and hunt for the right version later.
What you can do
From creation or arrival to a filed, findable original — every document follows a governed path.
Register & classify
Incoming and outgoing documents are registered and classified automatically.
Approval & e-signature routing
Route multi-party approvals and send to signature inside d8n.
Assignments & deadlines
Attach owners, deadlines and status to every document.
Templates
Create standard documents from approved templates in one click.
Searchable archive
Find any document by meaning across the full history.
Version & audit
Every version and action is kept and fully auditable.
See d8n in action
A short demo: the agent runs a real process inside d8n — from request to result.
Watch a document move through its lifecycle
From draft to approval to signed original to archive — one continuous, governed flow.
How it works
Create or receive
A document is drafted from a template or arrives by email or upload.
Register & classify
The agent recognises the type and registers it.
Route & approve
It follows the right approval and signature route.
Archive & find
The signed original is filed and searchable by meaning.
AI agent: The Records agent registers, classifies and routes documents, tracks deadlines and drafts outgoing letters for your approval.
FAQ
Is this our EDM, reborn?
Yes — it’s a full electronic document management system, now AI-native, with agents inside the process.
Can it handle incoming scans?
Yes. Scans are classified and registered, with OCR so they’re searchable.
Can we route to e-signature?
Yes — approved documents go to eSignature and can be sent to any counterparty by email.
Is everything auditable?
Every registration, version and approval is logged with a full audit trail.
Bring every document under control
See registration, approval and a searchable archive in one governed flow.