VesonixOne · Document Management

Every document.
One hub.
Under control.

Uploads, email, entity records, connected systems, and scans all land in one place. Every document is classified, linked to the right business record, made instantly searchable, and can be shared outside your company without losing control — all inside your own infrastructure.

5+
Intake sources
unified
100%
Share activity
logged
0
Documents leave
your servers
Documents flowing from upload, email, entity records, connected systems, and scans into one secure document hub
Document Journey

From the field.
To fully organized.

A site visit turns up something worth documenting. From the moment it's captured to the moment it's found again, every document moves through the same automatic pipeline — no matter where it started.

From a photo in the field to a fully organized record — the same automatic pipeline runs every time, regardless of where a document started.

Secure External Sharing

Share outside the company. Never lose control.

Every share link is scoped, timed, and logged. Send a document to a vendor, auditor, or customer with exactly the restrictions the situation calls for — then watch every open, download, print, and copy attempt in one activity log. Share one document, or select many at once with a different policy per recipient.

Logged automatically, in any order: Verified Opened Downloaded Printed Copied

Every event is timestamped — with the recipient’s IP address, on record for as long as you need it.

Document Package Workspace

Don’t just store documents. Assemble the complete set.

Some situations need more than one document on file — they need a defined, complete package: every required document collected, checked off, approved, and released together. Document Management builds that checklist automatically from your own rules, flags what’s still missing, and locks the finished package into a versioned release that’s never overwritten.

A package moves through one clear path: Requirements Defined Completeness Checked Approved Released & Shared

Nothing ships incomplete — the workspace won’t call a package ready until every required document is in place.

Compliance & Certification

Prove it’s authentic. Get it signed. Keep it exactly as long as you need to.

Certified Copies
Generates a certified copy of a document without ever altering the original — the source file stays untouched.
E-Signature
Send a document out for signature and track it to completion, using the e-signature provider you already work with.
Retention Policy
Set how long a document category needs to be kept — from 1 to 7 years — so nothing is discarded early or held longer than it should be.
Platform Capabilities

Everything a document needs, in one engine.

Unified Multi-Source Intake
Upload, email, entity records, connected systems, and scans all land in the same hub — no document is out of reach.
AI Classification & Auto-Linking
Documents are read automatically and linked to the right vendor, purchase order, or business record — no manual filing.
🔍
OCR Text Extraction
Scanned paper and low-quality images are read with OCR, so every document becomes searchable text, not just a picture.
Multi-Document Splitting
A single scanned PDF containing several documents is detected and split into the correct individual files automatically.
👻
Ghost File Detection
Finds files sitting in cloud or local storage that were never registered in the system, so nothing is silently lost.
🔒
Secure External Sharing
Expiring, watermarked, password- and OTP-protected links with full control over download, print, and copy.
Powerful Search & Multiple Views
One search box across every source, with list, card, and kanban views plus folder and tag filters.
📊
Full Audit Trail & Analytics
Every classification, link, and share event is logged, with dashboards on intake volume and document mix.
Why Document Management

Built for teams that can’t afford to
lose a document.

One place, every document

Uploads, email, entity records, and scans all land in the same hub — nobody hunts across five different folders.

Nothing falls through the cracks

Ghost-file detection and attention flags mean an orphaned or unreviewed document doesn’t just disappear.

Share without losing control

Expiring, watermarked, password-protected links — with a full record of who opened, downloaded, or printed what.

Documents that file themselves

AI classification and auto-linking mean most documents never need a human to sort them.

See exactly how it moved

Every classification, link, and share event is timestamped — a complete trail from arrival to action.

Runs on your infrastructure

Deploys inside your own environment, alongside your existing storage and ERP — no document ever has to leave.

Common Questions

Questions people actually ask.

Click any question to read the answer.

Document Management
Yes — Document Management brings uploads, email attachments, and scanned records into one searchable hub, with AI classification and automatic record-linking.
Document Management
One search box covers metadata, file names, tags, vendors, and document numbers across every source — with list, card, and kanban views, plus folder and tag filters, so you're not hunting through separate folders.
Document Management
Yes — scanned paper and low-quality images are read with OCR, turning them into searchable text rather than just a picture, so they show up in search alongside every other document.
Document Management
Ghost-file detection flags orphaned or unreviewed documents, so something that slips through classification doesn't just quietly disappear — it gets surfaced for a human to look at.
Document Management
Share links can be set to expire, watermarked, and protected with a password or OTP, with full control over whether the recipient can download, print, or copy — and a complete record of who opened or acted on the document.
Document Management
Yes — every classification, link, and share event is logged and timestamped, giving a complete trail from when a document arrives to whatever happens to it afterward, along with dashboards on intake volume and document mix.
Document Management
Yes — the Document Package Workspace builds a checklist of required documents automatically, flags anything missing, routes the package through approval, and locks the finished set into a versioned release that gets shared as one secure bundle.
Document Management
Yes — a certified copy is generated separately from the source file, which stays completely untouched.
Document Management
Yes — documents can be sent out for signature and tracked to completion through the e-signature provider you already use.
Document Management
Retention periods are configurable per document category, from 1 to 7 years, so nothing is discarded early or held longer than necessary.
VesonixOne Platform

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