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Store, approve and sign in one place

Folders, versions and permissions in a single company library, with search that reads the text inside the file. Approval and e-signature start from the document itself, and every request shows who has already responded.

Services agreement · version 3

  • Approval Approved by Marina Couto
  • Rafael Torres Signed on Oct 3
  • Juliana Prado Waiting · invite resent
  • Scanned attachment Text read for search

1 of 2 signers has signed

What holds documents back today

  • The right file in ten places

    Network drive, email, USB stick. Nobody knows which version is the valid one.

  • Who can see this?

    Contracts and personal documents circulating with no access control.

  • Approval lives in email

    The OK came in a message, and later nobody can find who approved it or when.

  • Signatures hold the process up

    Print, sign, scan and chase whoever is missing. The document stops in the meantime.

What Documents does

From upload to signature, in a single library connected to the rest of the platform.

  • Library

    The company's folders, with search that finds by content.

    • Folders and subfolders with inherited permissions
    • Search by title, tags and document text
    • Preview of PDF, image, spreadsheet, video and audio
  • Versions

    The full history, with nothing lost.

    • Who uploaded each version, with the comment
    • Restoring creates a new version without deleting others
    • Move and delete with confirmation
  • Permissions

    Everyone gets the access they need.

    • Six levels, from read to full
    • Optional expiry date per permission
    • Make public to the company as read-only
  • Approval

    A document is valid only after the approver signs off.

    • Submission with approver and reason
    • Pending approvals queue to review
    • Rejection with a reason sent back to the sender
  • E-signature

    Signers from inside and outside the company.

    • Email invite with a link to sign
    • Status of each signer and reason for declining
    • Resend the invite or cancel the request
  • Documents linked to records

    The file lives next to what it is about.

    • Employee file, vacations and candidates
    • Projects, tasks and process cards
    • Tickets, incidents and assets

A contract, from upload to the last signature

Each step shows who does it: a rule, AI or a person.

Who runs the step Rule AI Person
  1. 1

    Upload Person

    The document owner uploads the file to the folder, with type and tags.

  2. 2

    Reading AI

    If the file is a scan or a photo, AI reads the text so search can find it by content.

  3. 3

    Approval Person

    The approver reviews it in their queue and approves or returns it with a reason.

  4. 4

    Signature Person

    Each signer gets the link by email and signs with their own details.

  5. 5

    Completion Rule

    When everyone has signed, the request is completed and the history records every step.

Ask Tali

Everything the Documents screens do, Tali does in conversation, with your permission and confirming before saving.

  • Where is my employment contract?
  • Which documents are waiting for my approval?
  • Who hasn't signed the amendment I sent yesterday?
  • Give Camila read access to the Policies folder until December 31.

Examples of what you can ask. Tali uses your permissions and confirms before saving.

Where Documents connects

Questions about Documents

Can people outside the company sign electronically?
Yes. A signer can be an employee or someone external, with name and email. They sign through the link by entering their CPF (Brazilian taxpayer ID), full name and date of birth.
How do permissions work?
Per person, in six levels: read, write, upload, delete, manage and full, with an optional expiry date. A folder permission covers everything inside it, including what is added later.
Do I lose the old version when I upload a new one?
No. The history keeps all of them, with who uploaded each and the comment. Restoring an old one creates a new version based on it.
Does search find scanned documents?
Yes. When the file is a scanned PDF or a photo, AI reads the text right after upload, with the company's authorization, and search can then find it by content.
What files can I store?
Documents, spreadsheets, images, videos and audio files of up to 50 MB each.

Take your next contract from upload to signature without printing

In 30 minutes you see a document leave its folder, go through approval and come back signed.

👋 Want to see Tali executing a real process from your company?

Schedule a free demo