DocuKlaud - Modern Document Management
by KLAUDXYS SPA
Optimize document processes with custom workflows, version control, and flexible security
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
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.
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.
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.
Document Templates: Create documents from predefined templates,
automatically filled with the information you enter in the form when
uploading a document.
Advanced Version Control: Customize your own version naming,
allowing you to keep a clear and organized track of your document
iterations.
Document Coding: All documents are automatically assigned a code
based on the hierarchical configuration of the folders.
Batch Upload: Mass tag your documents and submit them for approval
workflows in a single action.
Transmittals: Formal tracking of document delivery to your
stakeholders, ensuring that communication is smooth and well-documented.
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
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.
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.
Custom Fields: Incorporate custom tags and fields for document
classification, adapting them to your specific requirements.
Govern with Full Control
Flexible Permission System: Set specific authorizations for your
main folders and maintain rigorous control over access to information.
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.
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
Environments
DocuKlaud can be installed as a SharePoint Page,
SharePoint Web Part, or Teams Tab.
Supported Languages
Supported languages: Spanish, Portuguese, English, German, French