Module
Document Manager Pro
Advanced document governance for complex operations.
What it is
Document Manager Pro is the advanced tier of document handling. Where basic document handling lets you attach files to records, Document Manager Pro adds version control, workflow routing, external client portals, and automated retention, for organisations where documents are operational products, not just attachments.
Who it's for
- FM providers managing client contracts with strict document control requirements
- Public sector organisations with statutory document retention obligations
- Regulated environments where version control, audit trail, and controlled external access matter
Core capabilities
Everything the module does, in one place.
Version control with full revision history
Upload a new version; the previous one is preserved and tagged. Diff view across metadata changes. Parent-child relationship maintained; UI surfaces the latest.
Workflow-driven document routing and approvals
Route documents through approval chains with Jarsis workflows. Conditional routing based on document type, tenant, or metadata. Every approval logged and timestamped.
External document portals
Client-facing portals for controlled document exchange. Per-share expiry and revocation. Full access audit log of every external view.
Retention policy automation
Configurable retention schedules with automatic archival and deletion. Statutory retention periods enforced per document type and tenant.
Full audit trail of access and modifications
Every view, every share, every edit logged. Auditable history from upload through retention expiry.
Integrated with Service Desk, PM, and Asset Management records
Documents live inside the business records they belong to, not in a separate silo.
Bulk import and migration tools
Bring in years of legacy documents with CSV or bulk upload. Map metadata at import; reclassify at scale.
Why it matters
What your team actually gets.
No more lost email attachments
Every document in the right record, with the right version, with the right approvals.
Controlled external exchange
Clients get scoped portals, not shared inboxes. You keep the audit trail.
Retention handled automatically
No more spreadsheets tracking which document expires when.
Defensible for regulated sectors
Every access and modification logged from day one.
See Document Manager Pro in your operations.
Book a 30-minute demo and we'll model your workflows live.