Document Management
(DMS)One place for the files the business actually runs on: supplier invoices, signed contracts, delivery notes, certificates and product assets. Every file is attached to the record it belongs to, versioned and permission-controlled.
Key Features
One place for the files the business actually runs on: supplier invoices, signed contracts, delivery notes, certificates and product assets.
Attached to the Record
A document belongs to an order, a supplier, an employee or a product, not to a shared folder someone has to go find.
Versioning
Every upload keeps the previous version. See who replaced what and when, and restore an earlier version if needed.
Permissions
Visibility follows the same roles as the rest of the platform. A document is only as visible as the record it hangs off.
Full-Text Search
Search inside documents, not just filenames. Find the contract clause or the invoice number without opening files one by one.
Retention Policies
Retention rules per document type, with automatic expiry and legal hold when a record must not be deleted.
Audit Trail
Who uploaded, viewed, downloaded or deleted a file, with timestamps. Exportable for audits.
How It Works
Three stages, end to end.
Attach
Drop the file on the record it belongs to. It inherits that record’s permissions immediately.
Find
Search by content, type, tag or the record it is attached to. No folder hierarchy to memorize.
Govern
Retention rules expire what should expire and hold what must be held, with a full audit trail behind it.
Integration Flows
See how Document Management connects with other Kubrik ERP modules.
Invoice → Payables
Contract → Employee
Asset → Catalog
Other Modules
Explore the rest of the Kubrik ERP platform.
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