Realx ERP offers the #1 Document Management Software to centralize, organize, and secure all your critical business documents in one intelligent, cloud-based system. Eliminate paperwork chaos, streamline approvals, automate version control, and ensure regulatory compliance with ease. From contracts and invoices to project files and HR records, manage everything with real-time access and role-based permissions. Trusted by modern enterprises, Realx ERP boosts productivity, ensures document integrity, and enhances collaboration across departments.
Effortlessly classify and retrieve documents with structured grouping.
Document Categories: Easily group documents by type, purpose, or department for better organization and accessibility.
Faster Retrieval: Quickly locate files using predefined categories and intelligent search filters.
Custom Tags: Add custom tags or labels to documents for easier sorting and contextual relevance.
Secure your documents with flexible user permissions and access control.
Granular Permissions: Assign access rights based on user roles, departments, or document categories.
Category-Based Access: Control who can view, upload, or edit documents in each category.
Audit Trails: Track user activity and ensure accountability with complete access history logs.
Ensure business and regulatory compliance with required document uploads.
Mandatory Customer Docs: Define and enforce required documents like ID proofs, contracts, or licenses during onboarding.
Validation & Alerts: Automatically validate uploaded files and trigger alerts if mandatory docs are missing.
Compliance Readiness: Keep your documentation complete and audit-ready at all times.
Easily organize, secure, and manage all your documents with Realx ERP's smart Document Management Dashboard.