Admin Panel

Assign / remove DMS roles for any user. Role badges. Bootstrap mode for first-time setup.

Assign a department manager per department code.

Tenant-wide policy controlling which SharePoint sites are visible to users.

Configure Document Register access policy (open vs. restricted).

App URL, timezone, naming conventions, per-library enforcement, OCR toggle, AI toggle, merge categories, lists config, email routing.

Upload org logo, set org name, configure colour scheme — shown on login, cover pages and emails.

Configure sidebar layout, default view and column visibility.

Set the system-wide SharePoint drive, create new libraries, browse drives by URL.

Manage per-department tag vocabularies shown as suggestions.

Restrict specific folders to certain document types.

Level 1 of creation rules — department → SharePoint site mapping.

Level 2 of creation rules — doc-type + dept → library + folder routing.

Preset title options per dept + doc-type, turning free-text titles into a dropdown.

Declare official records; manage record categories and retention.

Assign retention categories to library folders.

Define case types, statuses, transitions and field schemas.

Searchable, filterable audit log of all document events. Export to CSV.

Audit log of OCR jobs and auto-tag extraction results.

Audit trail scoped to case events.

Build, edit and manage custom workflow definitions.

Configure approval rules per doc-type + department.

Configure HRMS, ERP and custom REST integrations. Test connectivity.