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Document Management Free Template

Request and manage documents in one single tool. The process starts with a document requirement from someone in the team.

The document request is sent for approval and then to generation. After generated, it will be moved to a management phase, in which the document will stay until its expiration date.

Documents can be updated and changed. New documents should be attached and all changes registered in the card.

When the document is expired, the card should be moved to Expired Document’s phase, and a new request generated.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Teams across the globe love Pipefy

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Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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