PROA
MANADocument Management
Find any record in seconds and keep it with the transaction it belongs to.
Secure, searchable records attached to the transactions and people they belong to. Order it on its own, configured for your department, or as part of the complete PROA platform.
What gets in the way today
- Records are spread across shared drives, email and filing cabinets.
- Supporting documents take hours to find when an auditor asks.
- No one is sure which version of a document is the current one.
- Retention schedules are applied by hand, if at all.
Built around the outcomes you need
Records live where the work happens, and the right people can find them quickly.
Records tied to the work
Attach documents to the invoice, employee, permit or taxpayer account they belong to.
Search that finds it
Search by name, type, date or content and get to the record in seconds.
Access by role
People see only the records their role allows, with a log of who opened what.
Retention you can follow
Apply the retention rules you set so records are kept for as long as required.
AI that works alongside your team
AI makes records easier to find and use, without extra filing work.
Reads and indexes documents
AI makes the content of documents searchable, not just their file names.
Suggests how to file
AI proposes document types and labels for staff to confirm.
Summarizes long documents
Get a short summary of a lengthy record and jump to the part you need.
Start with one module, set up your way
Order Document Management on its own and set it up around your records practice.
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Your record typesDefine the document types and details your department keeps.
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Your access rolesDecide who can view, edit and share each kind of record.
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Your retention schedulesSet how long each record type is kept and what happens afterward.
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Your review stepsRoute documents for review and approval the way your office does.
Works better together
PROA modules share one set of records, approvals and reports. Add them one at a time as your needs grow, or order the complete integrated platform. Document Management connects directly with:
See Document Management with your own workflows
Tell us how your department works. We’ll show you Document Management configured for your needs, and how other PROA modules connect when you’re ready.