DocuKlaud - Modern Document Management

DocuKlaud Modern Document Management is an advanced solution designed

to empower organizations in optimizing their document classification, review,

approval, signing and archiving processes through flexible and efficient

workflows. All documents and data remain in your organization's own Microsoft

365 tenant, keeping your organization in full control of its information.

With a robust set of features, DocuKlaud offers a comprehensive document

management experience:

Automate Your Document Lifecycle

1. Custom Workflows: Design custom approval workflows. Define specific

   stages and determine whether approval is required from all participants at

   each stage or only from the first approver or rejector.

2. Internal and External Approvals: Each approval stage can be defined

   as internal or external. External participants are added as contacts and

   receive unique links to review and approve documents — no account or

   license required on their side.

3. Electronic Signature: Integrate signature stages into your

   workflows using DocuKlaud's built-in Simple e-signature or the native

   DocuSign integration under a bring-your-own-license (BYOL) model:

   connect your organization's own DocuSign account to send, sign and track

   envelopes directly from the workflow, with both internal and external

   participants.

4. Document Templates: Create documents from predefined templates,

   automatically filled with the information you enter in the form when

   uploading a document.

5. Advanced Version Control: Customize your own version naming,

   allowing you to keep a clear and organized track of your document

   iterations.

6. Document Coding: All documents are automatically assigned a code

   based on the hierarchical configuration of the folders.

7. Batch Upload: Mass tag your documents and submit them for approval

   workflows in a single action.

8. Transmittals: Formal tracking of document delivery to your

   stakeholders, ensuring that communication is smooth and well-documented.

9. Expiration Management: Get a panoramic view of documents that are

   nearing their expiration or have already expired, helping you maintain

   effective control and take timely action.

Find and Understand Documents with AI

1. DocuKlaudGPT: Uses artificial intelligence to let users ask

   questions and get answers about the content of a document. Supported

   formats: docx, pdf (with searchable text), csv, and txt.

2. Optical Character Recognition (OCR): Convert scanned PDF documents

   that are not searchable into searchable documents — enabling content

   search and DocuKlaudGPT queries over your scanned archive.

3. Custom Fields: Incorporate custom tags and fields for document

   classification, adapting them to your specific requirements.

Govern with Full Control

1. Flexible Permission System: Set specific authorizations for your

   main folders and maintain rigorous control over access to information.

2. Detailed Document History: Access a complete history detailing

   previous workflows and the actors involved in each stage of document

   review — a transparent, auditable view of the entire process.

3. Customize Your Corporate Identity: Configure your company's logo

   and colors to have the platform match your brand's image.

In summary, DocuKlaud is a comprehensive solution that drives

operational efficiency by providing cutting-edge tools for document management

in business environments. With its advanced features and focus on

customization, DocuKlaud becomes a valuable ally for any organization looking

to significantly improve its document management.

Where are the documents and data hosted?

All information is hosted in lists and libraries of

your organization's own SharePoint site, including the questions and

answers asked to DocuKlaudGPT. Your documents never leave your Microsoft 365

tenant.

Installation and Configuration

If you need help with the installation process, we can assist you for free.

Request a session at

support@docuklaud.com.

Environments

DocuKlaud can be installed as a SharePoint Page,

SharePoint Web Part, or Teams Tab.

Supported Languages

Supported languages: Spanish, Portuguese, English, German, French