DocuKlaud – Modern Document Management for SharePoint & Teams

DocuKlaud is an advanced document management solution designed to help organizations optimize classification, coding, versioning, approval, publication, and signing processes through flexible and efficient workflows aligned with corporate standards. With a robust feature set, DocuKlaud delivers a complete and modern document governance experience:

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Custom Workflows: Define approval and review workflows tailored to your processes, including rules for approval by all members or only by the first approver or rejector.

Electronic Signature: Integrate signing steps into your workflows, allowing participation from both internal and external users.

Document Templates: Generate documents from templates automatically populated with metadata entered during upload.

Advanced Version Control: Customize version nomenclature to standardize how document revisions are identified.

Document Coding System (Customizable): Automatically assign codes to documents based on folder hierarchy and/or custom rules defined by your organization. Configure resets and code formats according to corporate standards.

Published Documents (New WebPart): DocuKlaud Published Documents is a complementary WebPart that displays only "Published" documents across any SharePoint site, independently of the main DocuKlaud interface. Ideal for controlled access, stakeholder visibility, ISO documentation, project delivery, and more.

Detailed Document History: View full traceability of workflow stages, reviewers, comments, and participants involved in every document interaction.

Expiration Management: Monitor documents nearing expiration or already expired for proactive compliance.

Transmittals: Issue and track official document deliveries to internal or external stakeholders, ensuring traceable communication.

Flexible Permission System: Set granular authorization levels for folders and documents to maintain full control over access.

DocuKlaudGPT (AI Assistant): Ask questions and receive answers from document content such as Word, searchable PDF, CSV, and TXT. Fully compatible with OCR-processed PDFs.

Optical Character Recognition (OCR): Convert scanned PDFs into searchable text, enabling internal document search and DocuKlaudGPT queries.

Bulk Upload & Workflow Triggering: Mass classify documents, apply metadata, and send documents to workflows in a single action.

Corporate Branding: Customize your branding by configuring logo and theme colors.

Custom Metadata Fields: Classify documents using custom fields and tags aligned to business needs.

Audit & Compliance Logs: Leverages Office 365 Management Activity API to collect detailed logs of document activities (access, download, modification, etc.). Compliance-ready for standards like GDPR and Data Protection Laws.

This feature allows administrators to securely trace user activity and document events, maintaining a compliant and auditable record.

Installation & Support

We offer free installation guidance. Request a support session: support@docuklaud.com

Compatible Environments

DocuKlaud can be installed as a:

SharePoint Page

SharePoint WebPart

Teams Tab

Where is the information stored?

All documents, metadata, and workflows are stored directly in your organization's SharePoint tenant. Interactions made with DocuKlaudGPT also remain within your environment.

Audit logs are stored securely in an external database to allow fast querying through DocuKlaud's interface while maintaining data protection standards.

Free Trial

A 14-day free trial is activated automatically upon installation. For licensing inquiries, contact: sales@docuklaud.com

Supported Languages

Currently, the application supports the following languages:

Spanish

Portuguese

English

German

French

DocuKlaud - Modern Document Management

作者 KLAUDXYS SPA