Choose the right Filedoc version for your organisation.

Filedoc is a document and email management and workflow automation platform that centralises your organisation’s information, controls access and keeps every process visible and traceable.

A platform built to grow with your organisation

Filedoc allows you to capture, index, search, protect and route documents.

It is available in two versions, designed to meet different operational, integration and intelligence requirements.

Compare the Filedoc versions

Every version includes document management, workflow and process digitisation capabilities.

The difference lies in the level of control, configuration, integration and intelligence available. Compare the features and identify the version that best meets your organisation’s needs.

Need help choosing?

The right version depends on the complexity of your processes, the integrations required, your control requirements and how you intend to use artificial intelligence.

Show us a real process from your organisation. We will help you identify the most suitable version and configuration.

Request a Demo

Filedoc Advance

Configure processes around your operations

Filedoc Advance includes all the basic features of the software and offers a high degree of flexibility in terms of configuration, integration and document lifecycle management.

It is designed for processes that do not follow a simple route. It allows you to configure multiple stages, business rules, parallel approvals, exceptions, notifications, deadlines and automated actions.

Through its API, Filedoc can exchange information with ERP and CRM systems, email platforms and other applications. This reduces manual data entry and prevents the same record from being created or updated across multiple systems.

Choose Advance if:

Your processes involve multiple departments, specific rules, exceptions, integrations, audits or reporting requirements.

Additional key capabilities

  • Custom workflows
  • Rules, conditions, alerts and automated actions
  • Sequential or parallel workflows
  • Records Management
  • Operational reporting
  • Quality Management System module
  • API and integration with other systems
  • Document retention and lifecycle control

What changes for your organisation?

Processes no longer depend on generic routes or manual workarounds. Your organisation can model each workflow according to its own rules, integrate information across systems and monitor volumes, tasks, processing times and bottlenecks.

Reporting provides greater operational visibility across processes.

Records Management strengthens control over document retention, archiving and disposal.

The QMS module helps organise the documents, reviews, approvals and evidence associated with the Quality Management System.

Filedoc Vision

Turn document-based information into actionable knowledge

Filedoc Vision includes all the capabilities of Advance, with artificial intelligence powered by Cogniffy and programmatic extensibility through the Developer Hub.

AI works with the information and processes managed within Filedoc. It can classify and analyse documents, validate entities, produce summaries, search using natural language and perform tasks within a workflow.

Rather than simply routing a document, the process can interpret its content, extract information, complete fields, validate criteria and support the next decision.

Choose Vision if:

You manage large volumes of information, want to apply AI to real document processes or need to develop specific capabilities on top of the platform.

Additional key capabilities

  • Cogniffy integrated into the platform
  • Intelligent classification and indexing
  • Entity validation and management
  • Duplicate detection and handling
  • Automated document and process summaries
  • Natural language chat and search
  • Prompts applied at workflow stages
  • Automated data extraction and field completion
  • MCP
  • Programmatic extensibility

What changes for your organisation?

Teams spend less time manually reading, classifying and searching for information. Users can ask questions about documents and processes, access the key points and incorporate intelligent analysis into each stage of their work.

Extensibility allows the platform to be adapted to requirements that go beyond its standard capabilities, creating specific components and responses for more demanding processes.

Find the right version for your organisation

Show us how documents enter your organisation, who needs to take action, where the bottlenecks occur and which systems need to communicate.

We will help you turn that process into a more efficient, controlled and traceable workflow.

Request Demo

Frequently asked questions about Filedoc versions

Advance adds greater flexibility to tailor workflows to the specific requirements of each business process, as well as Reporting, Records Management, Quality Management System capabilities and integrations with other systems.

Vision includes all these capabilities and adds artificial intelligence through Cogniffy and programmable extensibility.

Yes. Filedoc can evolve alongside your organisation’s needs, adding greater configuration, integration and intelligence capabilities as your processes become more demanding.

Filedoc Vision. Through Cogniffy, it enables you to apply AI to information and workflows in order to classify and summarise documents, search for information, extract data, populate fields and support different stages of your processes.

It depends on the complexity of your processes, the integrations you require, your control requirements and the level of automation you want to achieve.

During a demonstration, the Filedoc team can analyse your processes and recommend the most suitable version, architecture and configuration.