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Platform module

FlexApp Drive

Every company document in one secure place — easy to find, approve, sign and ask questions of.

FlexApp Drive

In short

FlexApp Drive is a secure document management system that keeps one controlled copy of every document, makes even scanned files searchable, routes documents for approval and e-signature, and answers questions from your own files.

Who it is for

Compliance, finance, legal and operations heads whose teams manage controlled documents, policies and contracts.

The problem it solves

Nobody is sure which version is the latest signed one, scanned PDFs cannot be searched, and the answer to a simple question is buried somewhere in hundreds of documents.

What you get

01

One trusted version

Every change is kept as a new version, so the current document is obvious and its history complete.

02

Find anything

Scanned files are searchable by their content, not just by file name.

03

Sign-off without printing

Send documents for approval and e-signature, inside and outside the company.

04

Answers from your own files

Ask a question and get an answer drawn from your documents, with the sources shown.

AI

Where AI helps

AI turns your document store into a source of answers.

  • Reads scanned documents so their content can be searched

  • Pulls key details such as dates, parties and amounts from documents, by type of document

  • Staff ask questions in plain language and get answers from your own documents, with the sources shown

How teams use it

Compliance manager · insurance broker

Always the current policy

Policies used to sit in several shared folders, and staff often worked from an old copy. Now each policy lives in one place with its full version history, and the approval of each new version is recorded. Staff always open the current one.

Finance team · property developer

Searching years of scanned records

Scanned invoices and agreements could only be found by file name. FlexApp Drive reads the scans, so the team can search by what is written inside, such as a supplier name or a reference number.

Legal and admin team · trading company

Signing without printing

Agreements used to be printed, signed, scanned and emailed back. Now they are sent for e-signature from FlexApp Drive, outside parties sign in their browser, and the sealed signed copy is filed automatically.

Key features

Included in the FlexApp platform.

  • Separate drives for teams and projects, with every version kept and files locked while someone edits them
  • Access by role and group, plus share links that expire or need a password
  • Retention rules and a recycle bin, so documents are kept as long as policy requires
  • Documents go for approval, linked to your workflows, with delegation when someone is away
  • Built-in e-signature — outside signers confirm their identity with a code sent by email, and the signed PDF carries a record that shows any later tampering
  • Word and Excel files open and edit in the browser
  • Folders can act on their own — send an email, tag a document or start an approval when a file arrives

Frequently asked questions

Can we search inside scanned paper documents?

Yes. FlexApp Drive reads scanned files so their content can be searched and used to answer questions.

How does the e-signature work?

Signers sign in the browser, outside signers confirm their identity with a code sent by email, and FlexApp produces a sealed PDF with a record that shows whether anything was changed afterwards.

Can staff keep working in Word and Excel?

Yes. Word and Excel files can be opened and edited in the browser, using OnlyOffice or Microsoft Office online.

See FlexApp running your process

Tell us about one process you want to fix. We will show it working in FlexApp in a 45-minute demo.