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Document Management Software

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Document Management Software

Software designed to streamline law firm workflows, ensuring greater accuracy, structure, and efficiency.

Document Management Software provides a collaborative environment for in-house teams to create, modify, and manage documents in an organized and consistent manner. Every stage of the document workflow can be monitored, reviewed, and analyzed for better control and transparency.

All documents created across the organization are securely stored in a centralized repository, with viewing and editing permissions defined according to user roles. The system maintains a complete version history, tracking all changes made throughout the entire document lifecycle.

In-house teams can generate detailed reports, while interactive dashboards offer real-time visibility into document status—showing which files are completed, currently in progress, or pending action—helping organizations maintain efficiency and accountability.

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Product guide

Document Management Software

  • Assigns a unique tracking reference to every document
  • Enables uploading of draft files to a centralized document repository
  • Provides role-based access control for viewing and editing documents
  • Tracks all modifications made to documents throughout their lifecycle
  • Maintains version history for each exchange and update of a document
  • Notifies document creators and reviewers whenever changes are made
  • Stores approved letterheads and header/footer templates for use on finalized documents
  • Offers graphical dashboards and analytical reports to monitor documents that are pending, in progress, or completed
  • Allows archiving of final signed copies in a centralized and secure repository
  • Enables users to view the real-time status of all documents submitted for processing
  • Records courier and dispatch details when original hard copies are required
  • Locks finalized documents in the repository prior to printing to prevent further changes
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Key Features

Document Management Software

The Dashboard offers a graphical interface that delivers at-a-glance visibility into key performance indicators (KPIs) related to trademark ideation processes. It serves as a progress overview of trademark and brand requests submitted by the business team.

The system also provides a master configuration feature where recurring variables can be defined once and reused across the application. This reduces repetitive data entry, eliminates hardcoded values, and supports scalability. Maintaining standardized variable values across the system also ensures consistent data usage and improves the accuracy of filtering and reporting.

The system supports docketing of various document types, including evidence, notices, powers of attorney (POA), and general powers of attorney (GPA). Documents can be downloaded individually as PDFs or exported collectively as a ZIP file.

Users can create and export reports for documents submitted for processing within the system, applying multiple filters such as document status, category, creator, date of creation, and other relevant criteria.