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Full Feature Suite

Every Feature You Need to Automate, Approve & Scale

ShieldDoc is a complete Document Workflow Automation platform built for modern enterprises. From AI-powered data extraction to multi-level approvals, real-time tracking to CRM integrations — every feature is designed to eliminate manual work and help your business scale.

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80% Faster Approvals
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7-Day Free Trial
Auto Approve
Live Tracking
AI Extraction
Core Features

The Features That Set ShieldDoc Apart

These are the core capabilities that enterprises rely on to automate their document workflows, eliminate bottlenecks, and scale operations without adding headcount.

⭐ Core

Document Approval Workflow Automation

Configure multi-level, multi-department approval workflows for any document type. Documents are automatically routed to the right approvers in the right sequence — with instant notifications and a full audit trail at every step.

  • Multi-level approval chains
  • Auto-routing based on rules
  • Escalation & deadline reminders
⭐ Core

Track Workflow Anytime, Anywhere

Get complete real-time visibility into every document — where it is, who has it, what stage it's at, and how long it's been there. No more follow-up emails or status calls. Your entire document pipeline is visible from a single dashboard.

  • Live workflow status board
  • Stage-wise tracking & timeline
  • Mobile-ready access from anywhere
⭐ AI

AI Powered Automatic Data Extraction

Our AI engine reads incoming documents — invoices, contracts, purchase orders, forms — and automatically extracts key data fields without any manual entry. Data flows directly into your CRM, ERP, or database the moment a document arrives.

  • Intelligent OCR & field detection
  • Min or Zero Manual Data Entry
  • Supports all major document types
⭐ Core

APIs for CRM & System Integration

Connect ShieldDoc with Salesforce, SAP, Oracle, HRMS, and any other enterprise system via open REST APIs. Automate document workflows across your entire tech stack without disrupting existing processes.

  • Open REST APIs & webhooks
  • CRM, ERP & HRMS connectors
  • WhatsApp & Email integration
⭐ Core Features

Advanced Digital Signature Capability

Sign and verify documents with legally binding digital signatures. Certificates track signer identity, timestamp, and document integrity — ensuring documents are authentic and tamper-proof for full compliance and auditability.

  • Legally binding e-signatures
  • Signer identity verification
  • Timestamped & tamper-proof documents
Complete Feature Set

Everything Included in ShieldDoc

A comprehensive platform covering every aspect of enterprise document workflow — from creation and editing to reporting, compliance, and security.

Document Editor & Viewer

Create, edit, annotate, and review documents directly in the browser — no additional software needed. Supports all major document formats with version control and revision history built in. Fully mobile-ready.

Advanced Reporting & Analytics

Get real-time insights into workflow performance — approval turnaround times, bottleneck identification, SLA compliance, user activity, and team productivity. Export ready-to-present reports in minutes from your modern dashboard.

Compliance & Audit Management

Every document action is automatically time-stamped and logged in a tamper-proof audit trail. Enforce retention policies, manage regulatory requirements, and stay permanently audit-ready — across Legal, Finance, HR, Healthcare, and more.

Modern Enterprise Grade Security

Bank-level security infrastructure protects every document and workflow. Data is encrypted in transit and at rest, with role-based access controls, user permissions, and regular third-party security assessments to keep your enterprise safe.

Advanced Content & Metadata Search

Find any document instantly with AI-powered full-text and metadata-based search. Search across content, tags, dates, approvers, or custom fields — across your entire document library in seconds.

Advanced Digital Signature Capability

Sign and verify documents with legally binding digital signatures. Ensures documents are authentic and tamper-proof for full compliance and auditability.

SaaS Features

SaaS Features Built for Scale

A complete feature box lineup designed for modern, high-growth teams that need speed, control, and automation across every document workflow.

Unlimited Document Storage

Store every file, version, and attachment with no storage limits or hidden caps.

User and Role-Based Access Management

Fine-grained permissions by team, role, and document type for full control.

Contract Management

Centralize contracts, automate renewal alerts, and manage lifecycle stages.

Document Reminders

Automated reminders for approvals, expirations, renewals, and tasks.

AI Powered Automatic Data Extraction

Extract key fields instantly from invoices, contracts, and forms.

APIs for CRM and System Integration

Connect with CRM, ERP, and other enterprise systems via open APIs.

Document Approval Workflow Automation

Multi-level approvals with routing rules, escalations, and audit trails.

WhatsApp Integration

Send alerts, approvals, and updates directly through WhatsApp.

Advanced Content and Metadata Search

Search by keywords, tags, dates, approvers, or any custom field.

Document Editor and Viewer

Create, edit, annotate, and review documents in one workspace.

Document Revision History

Track every version, change, and editor with full history logs.

Email Management

Route, tag, and link emails to documents and approval workflows.

Advanced Reporting

Analyze approval speed, workload, SLA breaches, and team performance.

Modern Dashboard

A clean, real-time command center for all your documents and workflows.

Track Workflow Anytime

Live status for every document, stage, and approver in your pipeline.

Compliance and Audit Management

Immutable audit trails, retention rules, and compliance-ready reports.

Access from Anywhere (Mobile)

Secure mobile access for approvals, reviews, and urgent actions.

Modern Enterprise Grade Security

Encryption, role-based access, and continuous security monitoring.

Create Automation at Any Level

Build automation for approvals, notifications, routing, and compliance.

Why ShieldDoc

Built for Enterprises That Cannot Afford to Slow Down

ShieldDoc is not just a document tool — it is a complete workflow automation platform that delivers measurable business impact from day one.

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80% Faster Approvals

Automated multi-level approval workflows eliminate manual follow-ups and routing delays — documents move from submission to sign-off up to 80% faster than traditional processes.

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Min or Zero Manual Data Entry

AI-powered data extraction reads and captures key information from every incoming document automatically — eliminating errors, saving hours, and accelerating all downstream workflows instantly.

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Always Audit-Ready

Every action across every workflow is automatically logged and time-stamped. Your compliance team has a complete, immutable audit trail ready for any regulatory review — without any manual effort.

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Connects to Your Entire Stack

Open APIs and 50+ integrations mean ShieldDoc works inside the systems your teams already use — CRM, ERP, HRMS, WhatsApp, Email — with zero disruption to existing workflows.

Stop Managing Documents. Start Automating Workflows — India's Way.

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