Take control of your most sensitive records with ACLs on individual documents, cases, or folders. DocuArk lets you assign view, edit, and deny permissions to specific users or groups, overriding broader role settings. Combined with your department structure, ACLs guarantee precise, case-by-case governance—essential for confidential files, legal discoveries, or restricted audit records.

Enhance your data quality with AI-driven enrichment: DocuArk analyzes document contents—keywords, phrases, sentiment—and auto-fills metadata fields like category, tags, or risk level. Over time, the system learns from corrections and refines its models, steadily improving accuracy. This feature removes manual tagging overhead, ensures consistent classification, and powers downstream analytics with richer, more reliable data.

Segment your case universe—audits, support tickets, compliance reviews—using Register Types. Each register can have customized fields, lifecycles, and retention rules, so you can track “IT Incidents” separately from “Customer Queries.” This approach ensures that reports, dashboards, and routing rules only surface the relevant slice of your cases, reducing noise, speeding triage, and streamlining project management.

Model complex case processes—incident response, audit trails, onboarding—using our no-code workflow builder. Define triggers, approvals, and timers; parallel branches or sequential tasks; and automatic escalations for overdue steps. DocuArk executes every rule reliably, ensuring consistency and freeing your team from manual follow-ups.

Every organization captures different data—DocuArk lets you add unlimited custom fields (text, date, pick-list, numeric, user-picker, table) to each Document or Case Type. Want a “Warranty Expiration Date” on manuals? Or a “Risk Score” on audit cases? Just add it, mark it required or optional, and DocuArk handles indexing and validation automatically.

Visualize your process performance instantly with DocuArk’s built-in dashboards. Track document throughput, average case resolution time, SLA compliance, storage usage, and more via charts, gauges, and KPI tiles. Dashboards update in real time, and can be customized or filtered by date range, department, or project for tailored insights.

Every file in DocuArk carries a provenance badge: who created it, when, and from which system or user. Document Origin Tracking stitches together metadata from uploads, emails, and imports to build an unbroken chain of custody. Legal teams love the forensic detail—complete confidence in regulatory audits and e-discovery requests—while business users gain full visibility into content sources, reducing duplicate effort and ensuring every record can be traced back to its origin.

Registers provide logical containers for your documents—like “HR Files,” “Safety Logs,” or “Financial Records”—each with its own metadata schema and permissions. Register Types let you configure multiple registers under a theme: for example, “Invoice Registers” might include “Supplier Invoices,” “Customer Credit Notes,” and “Expense Receipts.” You decide which registers are active per plan, simplifying organization and enabling tailored workflows per register.

Bring discipline to your file lifecycle by defining Statuses—Draft, In Review, Approved, Archived. Each status can drive routing, permissions (lock editing in “In Review” and more, so every document follows a single, auditable path.

Standardize your document library with custom Types—Contracts, Policies, Invoices—each with its own metadata schema, retention policy, and default workflow. New uploads simply select the Type, and DocuArk auto-validates fields, triggers routing, and applies lifecycle rules, ensuring consistency without coding.

Design multi-step, conditional workflows—parallel reviews, escalations, and notifications—without code. DocuArk’s visual designer lets you drag connectors, set decision logic, and assign tasks. Once live, dashboards show real-time workflow status and bottlenecks, so you can optimize steps and enforce SLAs with precision.

Empower your analysts with DocuArk’s visual query builder. Drag and drop fields—document properties, case statuses, metadata—and apply filters, joins, and aggregate functions without SQL. Build complex reports on the fly, save queries for reuse, or export results to CSV. Dynamic querying turns your DocuArk data into actionable insights with zero coding.

Beyond metadata, DocuArk records every user action—login, view, download, edit, approval, workflow transition—in a secure, queryable action log. Correlate events across systems, detect anomalies, and generate forensic reports in minutes. With remote action tracing, you have a single source of truth for security audits and incident investigations.

Unlock the full potential of your paper archives with DocuArk’s built-in OCR. Scan invoices, hand-annotated forms, and archived reports, and DocuArk converts them into high-accuracy text layered over the image. The text becomes fully searchable and indexable, driving powerful search, AI suggestions, and metadata enrichment on documents that were previously trapped in PDF or TIFF.

Keep your domain taxonomies—Customer Segments, Product Categories, Risk Levels—in dedicated registers with versioning and access controls. Ontology Register Types let you group related classification schemes, enforce controlled vocabularies, and selectively share taxonomies across departments or partners. With DocuArk managing your ontologies in registers, you ensure consistent tagging, reliable reporting, and easy updates without schema conflicts.

Streamline authentication with enterprise Single Sign-On. DocuArk supports all major identity providers—Azure AD, Okta, Ping, Google Workspace, and more—via OAuth, SAML, or OIDC. Users log in with their corporate credentials, passwords are managed centrally, and deprovisioning happens automatically when accounts are disabled. SSO reduces password fatigue, enhances security, and simplifies user management at scale.

Skip manual entry with DocuArk’s intelligent text extraction engine. When you upload an electronic document—PDF, Word, HTML—DocuArk scans for common data points like titles, dates, invoice numbers, or names, mapping them to your custom metadata fields. Extraction is configurable per Document Type, so you control which fields to pull. The result: faster on-boarding of legacy docs, higher data accuracy, and more time for value-add tasks.