Document management


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.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Requester
  2. Email
  3. Phone
  4. Needed document
  5. Details
  6. Attachment


  1. Approver
  2. Request approval
    • Approved
    • Not approved


  1. Document issuance assignee
  2. Details
  3. Document
  4. Valid until

Valid documents

  1. Updated version

Expired documents

Archived documents

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