Help Center & Support
Find answers to common questions about ShieldDoc's workflow automation features, integrations, and account management. Our support team is available 24/7 to assist your enterprise.
Frequently Asked Questions
Quick answers to help you get the most out of ShieldDoc's document workflow automation platform.
What is Document Workflow Automation?
ShieldDoc automates the entire lifecycle of your business documents — from creation and routing to multi-level approvals and archiving. Eliminate manual handoffs, reduce approval delays by up to 80%, and give your team real-time visibility into every document's status.
Can ShieldDoc integrate with our existing tools?
Absolutely. ShieldDoc offers open APIs for seamless integration with your CRM, ERP, HRMS, and other business systems. We also support WhatsApp and email integrations so your teams can work within tools they already use — no disruption, just automation.
How does AI-Powered Data Extraction work?
Our AI engine automatically reads and extracts key data fields from incoming documents — invoices, contracts, forms, and more — and populates your system without any manual entry. This eliminates errors, saves hours of data entry work, and speeds up downstream workflows instantly.
How do Approval Workflows work?
You can configure multi-level approval workflows at any level — department, role, or individual. Documents are automatically routed to the right approvers in the right sequence. Approvers get notified instantly, can approve from anywhere, and every action is logged for a complete audit trail.
Can I track the status of documents in real-time?
Yes. ShieldDoc gives you live workflow tracking — you can see exactly where any document is, which stage it's at, who has it, and how long it has been there. Advanced reporting and a modern dashboard give managers full visibility and actionable insights at any time.
Is there a free trial available?
Yes! Start your 7-Day Free Trial today with full access to all features — no credit card required. Experience the complete power of ShieldDoc's workflow automation platform and see the impact within your first week. Cancel anytime, no questions asked.
How does ShieldDoc handle compliance and audits?
ShieldDoc's Compliance & Audit Management module automatically maintains regulatory compliance across your document workflows. Every action — creation, edit, approval, rejection — is time-stamped and stored in an immutable audit log, making compliance reporting effortless for legal, finance, HR, and other regulated teams.
Which industries is ShieldDoc built for?
ShieldDoc is purpose-built for mid to large enterprises across Legal, Finance, HR, Logistics, Healthcare, and Real Estate. Any industry that deals with high volumes of documents, approvals, or compliance requirements will see immediate, measurable ROI with ShieldDoc.
Can I edit and view documents without extra software?
Yes. ShieldDoc has a built-in Document Editor and Viewer so your team can create, edit, annotate, and review documents directly in the browser — no additional software installation needed. It's fully mobile-ready too, so your team can work from anywhere.
Support Channels
Our enterprise support team is ready to help you automate, integrate, and scale — choose the channel that works best for you.
Live Chat
Connect with our workflow automation specialists instantly. Get answers to feature, setup, and integration questions in real time during business hours.
Start ChatEmail Support
Send us your questions about workflow configuration, approvals, or API integration. Our team responds within 24 hours with detailed, actionable guidance.
Send EmailPhone Support
For urgent enterprise issues, call our dedicated support hotline. Priority phone support is available 24/7 for enterprise plan customers.
Call NowReady to Automate Your Document Workflows?
Start your 7-Day Free Trial today — no credit card required. Or reach out to our team to get a personalised demo for your enterprise.