Document Management Solution

Digitize, organize, and automate your document workflows with enterprise-grade security and compliance.

Document Management System

Go Paperless with Intelligent DMS

Fingertip's Document Management Solution transforms how organizations capture, store, and retrieve critical business documents. Powered by AI-driven OCR and integrated with Salesforce, every document is automatically classified, indexed, and linked to the right records.

From contract approvals and invoice processing to regulatory filings and compliance audits, our DMS eliminates manual handling, reduces errors, and ensures every document is accessible, traceable, and secure.

AI-Powered OCR
SOC 2 Compliant

Key Features

A comprehensive document management platform for the modern enterprise.

Smart OCR

AI-powered optical character recognition extracts text, tables, and data from scanned documents and images with 99% accuracy.

Full-Text Search

Instant search across all document content, metadata, and tags with filters for date, type, author, and status.

Workflow Automation

Configurable approval chains, review cycles, and routing rules that move documents through your business process automatically.

Secure Storage

AES-256 encrypted cloud storage with role-based access, watermarking, and audit trails for every document interaction.

E-Signatures

Built-in electronic signature with legally binding digital certificates, multi-party signing, and completion tracking.

Version Control

Complete version history with diff comparison, rollback capability, and branch-merge for collaborative editing.

Compliance Tracking

Automated retention policies, GDPR and HIPAA compliance controls, and regulatory reporting for audits.

API Integration

RESTful APIs and pre-built connectors for Salesforce, SAP, SharePoint, Google Workspace, and Microsoft 365.

How It Works

From paper to digital in four straightforward steps.

1

Capture & Digitize

Scan, upload, or email documents into the system. AI-powered OCR extracts text and metadata automatically.

2

Classify & Index

Machine learning classifies each document by type and auto-populates tags, categories, and linked records in Salesforce.

3

Route & Approve

Documents are automatically routed through configured approval workflows with notifications and deadline tracking.

4

Store & Retrieve

Approved documents are archived with full-text indexing, making them instantly retrievable through search or CRM links.

Business Benefits

80% Less Manual Processing

OCR and automated workflows eliminate manual data entry, routing, and filing across your organization.

Audit-Ready Compliance

Automated retention policies and complete audit trails mean you are always prepared for regulatory reviews.

Instant Document Retrieval

Full-text search and smart indexing let your team find any document in seconds, not hours.

Document Management In Action

Salesforce Implementation Success Story

AI-Powered Business Intelligence

Modern office

Go Paperless with Intelligent DMS

Let us show you how our Document Management Solution can streamline your workflows and ensure compliance.