Document Management | Platform
Vendor & Customer Documents
ACRA business profile, GST registration where the vendor has one, insurance and ISO certificates, bank details, NDA, MSA. Each document attached to the vendor or customer master with validity tracked and expiry alerts. Full-text search across the document body. Your auditor sees every KYC alongside the underlying transactions.
What it does
Inside Vendor & Customer Documents.
Free trial. Add five vendors via the portal. Live UEN and GST registration verification runs in seconds. The KYC sits on the master and surfaces at every bill.
01
Vendor portal upload
02
UEN live check
03
GST registration check
04
Bank detail verification
05
Validity tracking
06
KYC at the bill
Where it sits
Part of Document Management.
Contract Management MSAs, addendums, NDAs, service orders. Searchable. Renewal alerts. Statutory Documents Vault PF, ESI, Professional Tax, LWF challans, returns and acknowledgements per month and per state. Incorporation Documents Vault CIN, COI, MOA, AOA, board resolutions, share certificates, DIN/DSC, ROC filings. Audit Evidence Packs Per-filing evidence packs auto-assembled. One-click pack export with hash-verified chain. Document Versioning Replace a document; the old version stays. Audit trail of every upload, edit and delete. Document Full-Text Search Full-text search across PDFs, Word, Excel and image-OCR text. Filter by counterparty and period. Secure Document Sharing Time-boxed links for auditors and lenders. Role-based access, watermarks, view-only or download. E-Signature Aadhaar e-Sign + DSC support. Audit-trailed signing for contracts and approvals.
Run Vendor & Customer Documents against your books.
A working session on your structure and a month of your documents.