Document management

Controlled document room

Documents are linked to their people, properties, projects, investors and approvals with version, confidentiality, approval and AI-access controls.

Documents

Across approved sources

Needs review

Owner assigned after sync

Expired

Requires renewal

AI permissioned

Access logged

Structured records

Every record has an owner, status, next action and review trail.

DocumentCategoryRelated recordApprovalAI accessReview dateOwner

No approved Drive documents have been synced yet.

This module is intentionally empty until the approved Google Drive folder and source-of-truth database are connected. No sample records are shown.

Source-of-truth rule: sensitive records remain permission-controlled and AI actions are logged for human review.