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.

Transform static documents into collaborative hubs with Assignable Annotations. Add comments, and start threaded discussions directly on the record. Tag colleagues or entire teams to assign follow-up tasks, attach due dates, and capture decisions in context. Every annotation is tracked in DocuArk’s audit trail, ensuring no comment or action is lost. This feature cuts down on back-and-forth emails, keeps feedback tied to the right content, and accelerates consensus-building across distributed teams.

Streamline case handoffs with rule-based routing: assign tickets based on priority, location, or custom metadata. Need manual overrides? Users can reassign with a dropdown. Routing logic is fully auditable, editable, and reusable, ensuring consistent case distribution and faster resolution times across support, HR, and compliance teams.

Evolve your case processes by defining each stage—New, In Progress, Escalated, Resolved, Closed. Status changes can trigger SLA timers, notifications, or auto-escalations. For example, a ticket “In Progress” for more than 48 hours can auto-notify a manager. Status-driven automation ensures no case falls through the cracks and helps teams meet service level commitments every time.

Model every business process—customer support, HR onboarding, legal review—as a distinct Case Type. Each type has its own form layout, metadata fields, and lifecycle. When you create a “Support Ticket,” you see priority, customer ID, and product; when you open an “Audit Case,” you get regulatory references and risk scores. DocuArk enforces structure, drives routing, and powers type-specific dashboards.

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.

Route documents to the right user or team manually or automatically, driven by status, metadata or role‐based rules.

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.

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.

Meet the strictest regulatory requirements with DocuArk’s metadata audit logs. Every add, update, or delete on metadata fields is recorded with user, timestamp, and before/after values. You can filter logs by document, user, or field, export them for audits, and set retention policies to comply with GDPR, SOX, or internal governance mandates. Complete visibility, zero gaps.

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.

Add a robust second layer of security with Two-Factor Authentication. DocuArk supports TOTP apps. Enforce 2FA globally at login or selectively for high-risk operations—like downloading sensitive contracts or approving large invoices. Configurable policies let you strike the right balance between security and convenience for your users.