Document Management
Keep Every Business File Connected
Store proposals, contracts, project deliverables and receipts right where they belong — linked to the relevant client, deal or invoice.
DEXTRIFY
Dashboard
CRM
Projects
Sales
Expenses
Finance
Documents
Documents
Drag files here or click to upload
Brand Revamp — SOW.pdf
1.2 MB
INV-1048 Invoice.pdf
84 KB
DOCX
Nimbus Labs — Contract.docx
220 KB
XLSX
Office Expense May.xlsx
48 KB
FIG
Architecture Mockup v3.fig
8.4 MB
Vendor Bill — Adobe.pdf
65 KB
Features
What's included
Centralized Document Library
Store all business files, legal agreements and design assets in a structured folder system organized by client and project.
Entity Linking
Attach documents directly to deals, projects, invoices or vendors so team members find files in context without digging.
Role-Based Access Control
Control document visibility. Ensure sensitive client contracts and financial records are only accessible to authorized team members.
Quick Search & Filter
Filter files by type (PDF, contract, design, receipt), client, project or upload date to locate any document instantly.
Drag & Drop Upload
Upload multi-page PDFs, client briefs and receipts effortlessly from any device with automatic preview generation.
Tagging & Metadata
Add custom tags, notes and version labels to document records to keep track of revisions and contract renewals.
Workflow
How it connects
1
Upload File
2
Tag Entity
3
Assign Access
4
Client/Project Context
5
Search & Retrieve
1
Upload File
2
Tag Entity
3
Assign Access
4
Client/Project Context
5
Search & Retrieve
Key Capabilities
Centralized document repository with cloud storage
Entity linking to Clients, Projects, Invoices, Vendors and Expenses
Permission management — team role access controls
Document tagging, categorization and search
File version history and revision tracking
In-browser document preview for PDFs, images and text files
Audit trail for document uploads and downloads
Business Benefits
No more lost client files
Every contract, brief and sign-off is linked to its project so your team never loses critical documents.
Instant context for team members
Anyone jumping into a project can see all historical proposals, specifications and assets in one click.
Audit & compliance ready
Receipts, vendor bills and signed contracts stay organized and searchable for tax reviews and audits.
Explore Related Modules
Ready to see it in action?
Get started free or book a demo to see how Dextrify works for your business.