Pre-Configured No-Code Solution

Document Management

Our document management solution provides centralised, searchable storage with strong security and workflow tools, which together reduce manual effort, cut costs, and improve compliance and collaboration. Replace paper-based filing and email chaos with structured, governed information access across the organisation.

Key Features

Centralised repository

Single, structured storage location for all digital and scanned documents, with folder structures and libraries.

Document capture and OCR

Import from scanners, email, uploads, and use OCR to turn paper/PDF content into searchable text.

Indexing and metadata

Tag documents with fields (e.g. type, customer, date) to support fast, precise retrieval.

Advanced search

Full text search plus filters by metadata, date, owner, and more to locate files in seconds.

Version control

Track revisions, see history, compare versions, and prevent accidental overwriting via check in/check out.

Control, security, and compliance

Granular access permissions: Role‑based controls and document/folder‑level rights so only authorised users can view or edit sensitive content.
Audit trails: Logs of who viewed, edited, approved, or shared each document to support accountability and investigations.
Retention and lifecycle rules: Automated retention, archiving, and disposal policies aligned with regulations and internal governance.
Encryption and threat protection: Encryption in transit/at rest plus malware controls to reduce data breach risks.
Compliance support: Features tailored to regulatory regimes (e.g. healthcare, financial services), simplifying evidence gathering for audits.

Workflow and collaboration

Workflow automation: Configurable workflows for routing, review, and approval, with tasks and notifications to reduce manual chasing.
E‑signatures: Built‑in or integrated e‑signature tools to complete approvals without printing and scanning.
Real‑time collaboration: Multiple users can access current versions, add comments, and coordinate work from any location.
Check‑in/check‑out & locking: Prevents simultaneous conflicting edits while maintaining a single source of truth.
Integration with other systems: Connectors and APIs to ERP, CRM, email, and line‑of‑business apps so documents live inside core processes.

Efficiency, cost, and risk benefits

Productivity gains: Staff spend less time searching, filing, or re‑creating lost documents and more time on value‑add work.
Faster decisions and customer response: Immediate access to complete, current files speeds approvals and issue resolution.
Cost reduction: Lower spend on paper, printing, physical storage, and manual admin effort.
Reduced errors and rework: Single authoritative copies, templates, and controlled workflows cut mistakes and duplicates.
Disaster recovery and continuity: Backups, replication, and cloud hosting make documents recoverable after outages or physical loss.

User and business experience

Support for hybrid and remote work: Secure online access from anywhere keeps distributed teams productive.
Better transparency and oversight: Dashboards and reporting on document status, cycle times, and workload.
Scalability: Cloud‑based platforms scale storage, users, and workflows as the organisation grows without major infrastructure changes.
Sustainability benefits: Reduced paper usage and physical storage align with environmental and CSR goals.

Pre-Configured No-Code Solutions

Quick Start Applications

While our No-Code platform offers the power to build completely bespoke solutions from a “green field” site, you don’t always need to start with a blank canvas. Kick-start your digital journey with our range of Quick Start Solutions.

These pre-configured, enterprise-ready solutions allow you to deploy proven functionality instantly. Whether you need to solve a single problem immediately or are looking for add-ons to a larger system, you can choose the path that fits your timeline.

Powered by Our No-Code Platform

Because this solution is powered by our core platform, you get more than just an application. You gain access to a powerful toolkit including a Visual Workflow Builder, Automated Document Creation, and Multi-Channel Notifications, allowing you to extend and adapt the system as your business evolves.

Visual process building

Design and manage business logic with an intuitive drag-and-drop interface, using a large library of pre-built activity blocks.

AI

From a visual workflow builder that allows you to create automations from a simple text prompt to an AI assistant that can run processes for you.

Truly no-code automations

Unlike competitor platforms that often require scripting, Builda allows you to build sophisticated automation without needing SQL or Python knowledge.

Flexible triggers

Initiate workflows automatically on a schedule, in response to user actions (like adding or editing data), or from another process.

Extensible & customisable

Easily extend the platform’s out-of-the-box functionality to meet your exact business requirements.

AI

AI

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