Main Features

All of DocuKlaud's features organized by topic, following the natural order in which the platform is set up and used. Each one indicates whether it is a configuration task (performed by the administrator) or a day-to-day task.

Config Configuration (administrator) Use Day-to-day task
1

Getting started: structure and access

Prepare the repository: create the folder structure and give people access.

Folder ManagementConfigOrganize information into folders and subfolders with their own permissions, restrictions and approvers. Folder TemplateConfigAutomate the creation of main folder and subfolder structures. Users and PermissionsConfigDefine users and permission levels according to the access each person requires.
2

Document definition

Establish how documents are classified, coded and versioned.

Document TypesConfigClassify and standardize documents using categories such as contracts, reports or certificates. Custom FieldsConfigAdd metadata fields to tailor each document type to your organization. Document CodingConfigCustomize the format of the unique code DocuKlaud automatically assigns to each document. Version ControlConfigKeep a complete change history with access to previous versions.
3

Create and manage documents

The daily work: generate documents from templates and upload them in bulk.

Creating Documents from templatesUseGenerate documents from templates, filling in their fields and keeping consistency.
4

Workflows, approval and signing

The whole approval cycle: workflow design, sending, signing and resuming stuck workflows.

Approval WorkflowsConfigDesign review processes with task types, approver sources and signing and publication steps. Approval StatusesConfigManage statuses such as "In review", "Approved" or "Rejected" throughout the document's life cycle. Sending a Document to a WorkflowUseSend documents to the approval workflow, track their progress and save as a draft when needed. Electronic SignatureUseGive documents legal validity with the DocuKlaud Signature or the DocuSign integration. Change RequestsUseManage formal modification requests on already published documents, with traceability. Stuck WorkflowsConfigResume documents whose workflow got stuck ("In progress" but with no pending tasks).
5

Distribution and collaboration

Share documents externally and work with accounts, contacts and the assistant.

Transmittal IssuanceUseSecurely and traceably send one or more documents to clients, suppliers or other third parties. Publication LibraryConfigDefine the SharePoint library where approved documents are stored. AccountsConfigManage a catalog of companies, clients, suppliers or related institutions. ContactsConfigManage individuals such as users, external signers or suppliers. ChatbotUseAI assistant to interact and answer questions within the system.
6

Customization, integrations and control

Adjust the appearance, connect external services and monitor activity.

Site BrandingConfigCustomize colors, logo and interface to match your corporate identity. Email BrandingConfigCustomize the name, logo and colors of the email notifications DocuKlaud sends. Custom IconsConfigUpload your own icons to visually identify folders and projects. View ColumnsConfigDefine which columns are shown, and in what order, in the Documents, Accounts and Contacts lists. Custom ListsConfigCreate reusable value lists for custom fields and document coding. DocuSign IntegrationConfigConnect DocuKlaud with DocuSign to handle document signing. AuditConfigReview the log of actions performed in the platform for security and compliance.