Document Management
Every version tracked. Every approval recorded.
Versioned documents, approvals with justification, and digital signature — all inside the case.
You've lived this story before.
The contract is on version 3. Or was it 4? Someone sent a correction by email yesterday, but nobody knows if it's the final version.
The client signed the wrong version. Two weeks later, audit asks for evidence of approval. You dig through emails, Drive folders, WhatsApp chats. Nothing.
It wasn't a lack of care. It was a lack of control.
What if every document had a complete history — from upload to signature?
Imagine never losing a document version again.
Never lose a version.
V1, V2, V3 — every version is stored and accessible. You always know which is current and can go back to any previous one.
Approvals with justification.
Nobody rejects a document without explaining why. Every approval or rejection is recorded with reason and author.
Signature inside the process.
Integrated with digital signature platforms. Without leaving the case, without losing traceability.
Documents from any source.
Manual upload, email, conversation, automatic generation. No matter how it arrived — it's in the case.
Before and after.
Files scattered across Drive, email, and WhatsApp
"Which is the final version?" — daily question
No control over who approved what
Signature in a separate tool, no tracking
Audit asks for evidence? 2 weeks to find it
Everything versioned inside the case
Current version always visible. History accessible
Approval and rejection with recorded justification
Digital signature integrated into the flow
Timeline ready for any audit
How it happens
One document. One complete story.
In CaseFy, every document lives inside the case — with versions, approvals, tags, and audit trail. All connected. All traceable.
Complete versioning
Every version stored. Access V1, V2, or V10 at any time.
Approval and rejection
With mandatory reason. Impossible to reject without justification.
Request new version
The manager requests an adjustment and the assignee is notified automatically.
Integrated digital signature
Connect to certified platforms. Sign without leaving the flow.
5 document sources
Upload, email, conversation, automatic generation, or external integration.
Inline preview
Preview PDFs, images, and documents right in the interface. No downloads.
Tags and classification
Categorize documents to quickly find what you need.
Audit trail
Who sent it, who approved it, when. Every action recorded in the timeline.
Total control. Zero bureaucracy.
Free for up to 3 users. No credit card required.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.