Automated Document Workflows

Send, sign, and archive, without the chasing.

Recover the hours your team loses to filing, chasing signatures, and re-typing forms. Documentas turns every document into a signed, correctly filed record automatically, so approvals move faster, nothing slips through, and you stay ready for any audit, investor, or bank.

New Folder (2)
signed_scan_final.pdf
NDA_v3 (copy).docx
who signed??
intake_form.xls
Sent · signed · filed AUTO · ISO 15489
Legal
NDAs · 2026
▪ NDA_Acme-Corp.pdf
type: NDA signed: 5 of 5 ✓ reminders: auto retain: 7yr expires: 2029-04-30
A Shared Drive And A Prayer

Three ways documents quietly eat your week.

Small teams don't lose time to one big problem. They lose it to the same three chores, over and over, until an investor, an auditor, or the bank asks to see it all.

01

The filing project you'll never finish

Nobody adopts a document system, because step one is "organise ten years of files first." So the shared drive stays a shared drive, and the mess quietly compounds.

02

The endless signature chase

Print, sign, scan, email. Someone manually pinging people for weeks with no single view of who's signed and who's stalling, while a deal or an audit waits on it.

03

The forms you re-type by hand

Word and PDF templates emailed around, filled in by hand, then keyed back into a system. The same data entered three times, with three chances to get it wrong.

How It Works

Three jobs. Zero busywork.

Everything Documentas does comes down to three jobs. Each one turns a weekly chore into something that just quietly happens.

Sorting & filing, automated

A quick start

Upload your existing files exactly as they are. Documentas reads each one, identifies the document type, and pulls out the parties, dates, and amounts, then files it into the right department and ISO category. You get an organised, audit-ready registry from day one, not a filing project you'll never finish.

Bulk review & signing

No more chasing

Send one document, or a personalised copy of one template to hundreds of people, for review and signature in a single action. Documentas tracks who has and hasn't signed and reminds them automatically until it's done.

Web forms → records

No more re-typing

Replace hand-maintained Word and PDF templates with a simple web form. The person fills it in; Documentas generates the finished, standards-compliant document and stores their answers as machine-readable metadata alongside it. No re-keying, ever.

Start In An Afternoon

Point us at the mess. We'll sort it.

The reason most small teams never adopt a document system is the dread of organising everything first. Documentas removes it: bring your shared drive exactly as it is, and get a structured, audit-ready registry back.

  • Bulk-upload existing files as-is, with no pre-sorting or renaming
  • Documentas reads every document and extracts the metadata it was missing
  • Each one qualified into the correct department and ISO category
  • A compliant registry from day one, without months of manual filing
1
Drop your files in, as they are
Point it at a whole drive, inbox, or folder, and everything uploads in bulk, exactly as it is.
2
Documentas reads and classifies each one
It opens every file, works out what each one is, and pulls out the parties, dates, and amounts.
3
Qualified into ISO structure
Each document lands in the right department and category automatically, with no folders to build.
4
Version control applied
Duplicates are reconciled into one current, authoritative version of every record.
5
Audit trail begins
From here, every view, edit, and signature is logged permanently for audit.
Why Teams Finally Switch

The moment "good enough" stops being good enough.

Day to day, a shared drive limps along. Then a deadline arrives from outside the building, and suddenly your documents have to be right, complete, and instantly retrievable.

Raising capital

Walk into diligence ready

A complete, version-controlled data room you can open in minutes. Show investors a company that has its house in order.

Getting certified

Pass the ISO audit

Controlled versions, tracked sign-off, and a full audit trail: the document control ISO 9001 and 45001 require, built in.

Securing financing

Satisfy the bank

Organised financials and signed agreements, retrievable on demand. Keep the lending process moving instead of stalling it.

Winning bigger clients

Clear the compliance bar

Answer the vendor and security questions a larger customer asks, without a scramble that puts the contract at risk.

One Platform, Many Workflows

If it needs signing, filing, or renewing, Documentas already handles it.

New industries don't need new features. They reuse the same handful of workflows in a different order.

Manufacturing & industrialSOP and safety sign-off, versioned and periodically re-acknowledged for ISO 9001 / 45001.
HR & people opsNew-hire onboarding packs sent and tracked to completion; annual policy re-signing on autopilot.
Professional servicesEngagement letters, SOWs and MSAs generated from templates and sent for signature; client intake.
Healthcare & clinicsPatient intake and consent via web form; staff credential and training sign-offs; GDPR records.
Real estate & propertyLeases and renewals, tenant onboarding and mandatory disclosures, with expiry reminders.
Construction & fieldSubcontractor agreements, site inductions and method-statement sign-offs with expiry tracking.
The Reverse Benchmark

Two ways to run your paperwork.

The Old Way

// the drive and a prayer
  • Forms printed, signed, scanned and re-typed by hand
  • Someone manually chasing signatures for weeks
  • No idea who's signed and who's stalling
  • The "current version" living in someone's inbox
  • A filing project you'll start and never finish

The Documentas Way

// order
  • Generate from a template, send in one click
  • Auto-remind until every signature is in
  • A live view of who's reviewed and who's signed
  • One authoritative, version-controlled record
  • Upload as-is; Documentas files it into ISO structure
Questions

The objections, answered.

Those are storage: a passive bucket you have to fill, sort, and police yourself. They don't generate a document, send it for signature, chase the people who haven't signed, read the finished file, or file it into a compliant structure. Documentas is the active workflow layer that does all of that. The drive holds files; Documentas moves them through their whole life.

E-signature is one step in the middle. Documentas runs the whole loop around it: generate the document from a template (or a web form), send it to one person or hundreds, auto-remind until it's signed, then read the completed file, extract its metadata, file it into your ISO structure and watch its renewal date. Signing that also organises and archives itself.

It's the opposite: it's how a small team runs like a much larger one without hiring for it. There's nothing to administer; you drop files in and Documentas does the filing, the sending, and the chasing. It's built precisely for businesses too small to have a records or ops department but too serious to keep running on a shared drive.

Yes, and it's the easiest way to begin. Point Documentas at your existing shared drives and folders and upload them exactly as they are. It reads each file, extracts the metadata it was missing, and files it into the correct department and ISO category, so you get a structured registry back without a manual filing project.

Instead of emailing a Word or PDF template for someone to fill in by hand, you send a simple online form. When they complete it, Documentas generates the finished, standards-compliant document from your template and stores their answers as searchable metadata alongside it, so the same information is never typed twice.

Every view, edit, download, signature and approval is permanently logged in a tamper-evident audit trail, on ISO 27001-grade infrastructure with role-based access. When an auditor or investor asks for proof, the answer is an export, not a week of searching.

Stop Chasing. Start Shipping.

Lie back. Relax.

Let Documentas send, sign, file, and renew, while your team does the work that actually grows the business.