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TechieBears

Product · Document Management

Every document, secure and found in seconds

One home for contracts, invoices, records and files — with versions, approvals, access control and AI search that answers questions from your documents.

  • Role-based access & audit trail
  • AI search across documents
  • Cloud or on-premise

The problem

Stop losing time to files

01

Files you can’t find

Shared drives, email and desktops hide the latest version.

02

Version confusion

“final_v3_new.pdf” — nobody knows which copy is right.

03

Uncontrolled access

Sensitive documents are shared without permission or trace.

04

Slow approvals

Sign-offs stall in inboxes and paper files.

Features

A complete document workflow

Central repository

Organise by department, client or project.

  • Folders, tags and custom metadata
  • Bulk upload and scanning
  • Templates for common documents
02

OCR & AI search

Find any word — even in scans.

  • OCR for scanned PDFs and images
  • Full-text and metadata filters
  • Ask questions, get cited answers (Agentic RAG)
03

Version control

One source of truth.

  • Check-in / check-out
  • Version history and restore
  • Compare and comment
04

Approval workflows

Route documents automatically.

  • Multi-level approvals
  • Reminders and escalations
  • E-sign integration
05

Security & compliance

Control who sees what.

  • Role and folder-level permissions
  • Complete audit trail
  • Retention and expiry rules
06

Sharing & integrations

Work with the tools you have.

  • Secure, expiring share links
  • Email-in and mobile capture
  • ERP, CRM and Zoho / ERPNext integration

Use cases

Teams that use a DMS every day

  • HR & employee records
  • Finance & invoices
  • Legal & contracts
  • Healthcare records
  • Education & admissions
  • Real estate & property
  • Manufacturing & QA
  • Government & compliance

FAQ

Document Management FAQ

Can we migrate our existing files?

Yes. We migrate folders from shared drives, Google Drive, OneDrive or local servers and map them to the right metadata.

How does AI search work?

Documents are indexed with OCR and embeddings. Users can ask a question in plain language and get an answer with links to the source documents — only from documents they are allowed to see.

Can it run on our own servers?

Yes. It can be hosted on AWS by us or deployed on-premise for data-residency requirements.

Can it be customised?

Yes. Metadata, workflows, roles and reports are configured for your organisation, and we build custom modules where needed.

Demo

Book a free DMS demo

See it working with your own workflow — and get a tailored plan and estimate. No obligation.