Platform & Data
Documents
A document store with retention and AI classify.
A workspace and library with sharing, retention policies, and AI classification — documents that stay linked to the records they belong to.
What's inside
6 capabilities in Documents — every one a real surface in the product, not a roadmap item.
- Overview
- Workspace
- Library
- Sharing
- Retention
- AI Classify
See it in action
Not a dashboard tour — the actual working screens in Documents, on live demo data.
Who it's for
Teams drowning in shared drives and email attachments.
Connected to
Same database, same records — Platform & Data works as one.
See Documents on your own data.
Book a demo