Document Management

Every file, instantly findable

Ingest, OCR, extract, sign and retain — with every document linked to the record it belongs to.

Book Live Demo See Platform
Project Atlas · Q3
Discovery
Design
Build
QA
Launch
The story

From email attachment to structured record

End-to-end flow

A flow that runs itself

Each stage triggers the next automatically. Copilot fills the gaps in real time.

01
Capture
Email, upload, scan or API drops it in.
02
Extract
OCR + LLM pull fields into typed records.
03
Route
Contract, invoice, receipt — sent for review or sign.
04
Retain
Policy-based retention and legal holds applied.
Signals that matter

Metrics that lead, not lag

Every KPI is streamed live from the operational fabric — no exports, no delay.

Search time
1.2s
across 4M docs
Extraction accuracy
98.3%
on invoices
Manual keying
-92%
hours saved
Compliance
100%
retention met
Search

Semantic search over every file

Ask a question, get an answer with citations to the exact page and line.

Summarize last week's revenue.
E-sign

Sign inside the record

Send, sign and store contracts without bouncing to another tool.

Support inbox
New
#4821
Login issue
high
#4824
Refund
low
In progress
#4822
Invoice PDF
med
#4825
SSO setup
med
Resolved
#4823
API 429
high
Retention

Rules, holds and shredding

Automated retention by document class — with legal hold override and audit log.

Project Atlas · Q3
Discovery
Design
Build
QA
Launch
Admin portal

One admin console. Every platform, its own color.

Same navigation, same drawer, same shortcuts — no matter which BaseGlob platforms you buy or the AI recommends. The top bar highlights everything you own; the left drawer holds this platform's submodules; the 3D screens show live signals so operators know what to do next.

baseglob.app · unified admin
Documents workspace
ERP
HR
Fin
Inv
Proj
Care
Intel
AI
AI-predicted mix
Documents
Inbox
Library
Contracts
E-sign
Retention
Audit log
Copilot
3 suggestions pending
Live performance · last 30d▲ 24.6%
Awaiting review
Invoice · Bosch
NDA · Acme
Lease · HQ
Out for signature
MSA · v3
SOW · Q4
DPA · EU
Retention alerts
Delete queue · 812
On hold · 42
Expiring · 18
Activity heatmap7d · by hour
Every platform, its signature color

One suite. Eight expressions.

Buy one, buy several, or let Copilot predict the right mix — each platform keeps its own identity inside the same admin shell.

CRM
Customer relationships that grow themselves.
ERP
Procure-to-pay and every operation, one flow.
HR
Hire, grow, retain — on one people fabric.
Finance
Continuous close, cash you can see.
Inventory
Every SKU, every bin, live.
Projects
Delivery that adapts to reality.
Support
Care that answers before customers ask.
Analytics
Signals that lead, not lag.
AI Copilot
The intelligence layer over everything.
Warehouse
Bins, waves, and dock doors — orchestrated.
Procurement
RFQ to PO, vendor-scored and audited.
POS
Sell in-store or on the go, sync everywhere.
Marketing
Campaigns that segment, launch, and learn.
Documents
You're here
Every contract, receipt, and file — searchable.
Workflow
Design any process, no-code, running in seconds.
Integrations
Every system, one bridge, zero drift.
Security
Zero-trust access, audit-ready by default.
Catalog
Products, variants, media — one source of truth.
Document Management · Buy standalone

Build your Document Management plan

Start with the Document Management core, then add the capabilities your team actually needs. Prices are per user / month.

Core included
Document Management core · $15 / user / mo
  • Upload & folders
  • Basic full-text search
  • Versioning
  • Sharing links
Add-on capabilities
2 selected
Your Document Management plan
$30/user/mo
Billed yearly · $37/user/mo monthly
Team size10 users
Document Management core$15
OCR + extraction+$10
Semantic search+$12
Estimated monthly total$296
Get Document Management Compare full suite

Prices exclude tax. Cancel anytime. Discounts on 100+ seats.

Every document — captured, understood, retrievable.

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