Document Management

Your documents organised, approved and easy to find

Scan or upload files from web and mobile, extract text automatically, route documents for approval and share them securely, with an audit trail on every change.

  • OCR capture from web & mobile
  • Approval workflows with eSign
  • Version control & audit trail
  • Secure links that expire
Overview

A trusted document management system for the files your organisation depends on

SingularERP-DMS replaces shared drives, email attachments and filing cabinets with one organised, searchable library. Documents are captured from the web or a phone, text and key fields are extracted automatically, and every file carries tags, folders and custom metadata so the right person can find it again quickly.

Reviews and approvals follow defined steps with SLAs, reminders and eSign, every version is kept with compare and restore, and retention rules and legal holds keep records in order. When an auditor asks, you can show who did what, and when.

Features

Everything in SingularERP-DMS

Smart capture & OCR

Turn paper and scans into searchable records.

  • Scan or upload from web and mobile
  • OCR for PDFs and images
  • Auto-extract text and key fields
  • Offline-tolerant mobile upload

Search & organisation

Find the right file without digging through drives.

  • Full-text search across document content
  • Tags, folders and custom metadata
  • Auto-tagging with AI and metadata rules
  • Saved searches and favourites

Version control

Always know which copy is current.

  • Compare versions to see what changed
  • Restore an earlier version when needed
  • Check-in and check-out while editing
  • Audit trail on every change

Approval workflows

Route documents for review, and keep them moving.

  • Multi-step review and approval routes
  • SLAs and automatic reminders
  • Reviews that start when a document type is filed
  • Tasks with due dates and mentions

eSign & templates

Get sign-off faster and standardise recurring paperwork.

  • eSign for internal approvals
  • eSign for external parties
  • Templates for recurring documents
  • Checklists for repeat processes

Secure sharing

Share with staff and partners without losing control.

  • Secure external links that expire
  • Watermarks on shared files
  • Role-based, granular permissions
  • Revoke a link at any time

Preview & collaboration

Open, review and co-author files in one place.

  • Preview Office files, images, audio and video
  • Fast previews over a global CDN
  • Co-author in Microsoft 365 or Google Workspace
  • Comments on documents

Records & retention

Keep what you must, for as long as you must.

  • Retention rules for records
  • Legal holds that block deletion
  • Archive and purge rules across the lifecycle
  • Review and expiry reminders for contracts and licences

Security & administration

Protection and control built into every library.

  • Encryption in transit and at rest
  • SSO, MFA and Azure AD or Google login
  • Immutable audit logs, backups and disaster recovery
  • Admin console, space quotas and storage reports
How it works

Up and running in 4 steps

1

Bring your files in

Bulk import from folders, network shares, SharePoint or Google Drive, and map old permissions to the new roles.

2

Set up your library

Start from sample libraries and policies, then add your own folders, tags, metadata and retention rules.

3

Define your approvals

Build review workflows with steps, SLAs and reminders, and add eSign wherever a signature is needed.

4

Invite your team

Staff capture documents from web and mobile, find them with search, and share securely with partners.

Who it's for

Built for every team that runs on paperwork

HR teams

Contracts, appraisals and training records, filed and access controlled.

Finance teams

Invoices, receipts and reconciliations, searchable and ready for audit.

Projects & tenders

Tender documents, drawings and change orders under version control.

Compliance & quality

Policies and controlled documents with approvals, retention and audit trails.

Connected

Works with the tools you already use

Microsoft 365

Open, edit and co-author Office documents with your team.

Google Workspace

Edit and co-author documents with colleagues.

Gmail & Outlook add-ins

File emails and attachments straight into the right folder.

Teams & Slack

Review notifications where your team already talks.

SharePoint, Drive & OneDrive

Import existing libraries and network shares.

API & webhooks

Connect custom apps and automate document flows.

Why SingularERP-DMS

What changes for your team

Less time searching

Full-text search and metadata put the right file in front of you, instead of hunting through drives.

One current version

Everyone works from the latest copy, with compare and restore when you need an earlier one.

Faster approvals

Workflows with SLAs, reminders and eSign keep reviews moving.

Ready for audit

Audit trails, retention rules and legal holds give you the evidence to prove compliance.

Simple, transparent pricing

Pay only for the modules you use. Start with one and add more whenever you need them.

FAQ

Frequently asked questions

Can we scan paper documents into SingularERP-DMS?

Yes. Scan or upload files from the web or a phone. OCR turns PDFs and images into searchable text and can extract key fields, so scanned documents are as easy to find as digital ones.

Can we move our existing files in?

Yes. Files can be bulk imported from folders, network shares, SharePoint, Google Drive or OneDrive, and existing permissions can be mapped to roles in the DMS. Guided setup with sample libraries and policies helps you get organised from day one.

How do approvals and signatures work?

You define the review steps, SLAs and reminders for each workflow. Reviewers can be given tasks with due dates, and approvals can be signed with eSign, both inside your organisation and with external parties.

Can we share documents with people outside the organisation?

Yes. Secure external links can expire automatically and carry watermarks, and granular permissions control exactly what each person can see.

How are our documents protected?

Documents are encrypted in transit and at rest, access is role based with granular permissions, and sign-in supports SSO, MFA and Azure AD or Google login. Immutable audit logs, backups and disaster recovery are part of the service, and data protection practices follow the Kenya Data Protection Act, with GDPR alignment.

Does it work with Microsoft 365 and Google Workspace?

Yes. You can edit and co-author files in Microsoft 365 or Google Workspace, file emails and attachments from Gmail and Outlook, receive review notifications in Teams or Slack, and connect your own apps through the API and webhooks.

See SingularERP-DMS in action

Tell us how your organisation handles documents today and we will walk you through DMS with your own files: capture, search, approvals and secure sharing.

  • OCR capture from web & mobile
  • Approval workflows with eSign
  • Version control & audit trail
  • Secure links that expire

Have any query? Let’s Talk

Interested? The philosophy behind SingularERP

It is all about singularity: people and machines working efficiently and effectively to deliver great value.