Platform Features

Everything you need to manage, secure, automate, and understand your documents. DocFlow brings enterprise-grade document intelligence to organisations of every size.

DocFlow platform dashboard showing document management overview

Nine Pillars of Document Intelligence

DocFlow is built around nine interconnected modules that work together to give your organisation total control over every document, from creation to archive.

Document Lifecycle Management

Manage every stage of a document's life from upload through collaboration, approval, and archive. Semantic versioning tracks every change, so you always know who did what and when. Automated retention policies ensure documents are kept or disposed of according to your compliance requirements.

AIDA Engine

Artificial Intelligent Document Automation. AIDA automatically classifies, extracts, summarises, and understands your documents — including a fully on-premises option for maximum data sovereignty. Ask AIDA questions in natural language and get instant, contextual answers.

Workflow Engine

Build multi-stage approval workflows with conditional logic, parallel approvals, and automated escalation. Pre-built templates get you started quickly, while form inputs capture structured data at every stage. Complete action logs provide full auditability of every decision.

Military-Grade Encryption

AES-256 encryption at rest and TLS 1.3 in transit protect every document. Your encryption keys are yours alone, stored separately from your data. With self-hosted deployment, your documents never leave your infrastructure, giving you absolute control over data sovereignty.

Full-Text Search

Find any document in milliseconds with full-text search across all file types. OCR processing means even scanned documents and images become searchable. Filter by metadata, tags, date ranges, document type, or any custom field to locate exactly what you need.

E-Signatures

Collect legally binding electronic signatures directly within DocFlow. Set signing orders, add multiple signatories, and track completion in real time. Signed documents are automatically sealed with a tamper-evident certificate and stored with a full audit trail.

Compliance Tracker

Track ISO 27001, NHS DSPT, CQC, GDPR, and Cyber Essentials compliance in one dashboard. Set expiry dates with automated alerts so certifications never lapse. Generate inspection-ready evidence packs at the click of a button for any regulatory framework.

Self-Hosted Control

Deploy DocFlow on your own infrastructure, whether on-premises or in your private cloud. You maintain full control over your data, your backups, and your security policies. No third-party data processors, no shared tenancies, and no surprises in your data protection impact assessments.

Audit & Anomaly Detection

Every action in DocFlow is logged with immutable audit entries. AI-driven anomaly detection flags unusual access patterns, bulk downloads, or out-of-hours activity. Receive real-time alerts and investigate incidents from a centralised security dashboard.

Version Control & Collaboration

DocFlow provides sophisticated version control that goes far beyond simple file replacement. Every document maintains a complete version history with semantic versioning, so you can see exactly what changed between any two versions.

  • Semantic versioning with major and minor version numbers
  • Side-by-side version comparison for supported file types
  • One-click rollback to any previous version
  • Automatic version creation on every save or upload
  • Version notes and change descriptions for team context
  • Lock documents during editing to prevent conflicts
DocFlow version control — Company Handbook with version history and audit trail

Virtual Folders & Smart Tagging

Unlike traditional file systems, DocFlow uses virtual folders that let you organise documents by multiple criteria simultaneously. A single document can appear in multiple folders without duplication, keeping your storage efficient and your teams productive.

  • Virtual folders with multi-parent capability
  • Smart folders that auto-populate based on metadata rules
  • Custom metadata fields and tagging taxonomies
  • Drag-and-drop organisation with bulk operations
  • Colour-coded labels for visual categorisation
  • Nested folder structures with inherited permissions
Virtual Folder Structure
HR Policies
Employee Handbook v3.1
GDPR Privacy Notice
Compliance
ISO 27001 Certificate
GDPR Privacy Notice (shared)
Active Projects
Q2 Budget Proposal

Threaded Comments & Annotations

Collaborate on documents without leaving DocFlow. Threaded comments let teams discuss specific sections, tag colleagues, and resolve feedback in context. Every comment is timestamped and attributed, creating a clear record of decisions and discussions.

  • Threaded conversations on any document
  • @mention colleagues to draw their attention
  • Mark comments as resolved to track progress
  • Pin-point annotations on PDF and image files
  • Comment notifications via email and in-app alerts
  • Export comment threads for meeting notes or audit purposes
Sarah Mitchell 2 hours ago

Can we update section 3.2 to reflect the new data retention policy? @James

James Kent 1 hour ago

Done. Updated to 7-year retention. Version 3.1 uploaded.

Resolved by Sarah Mitchell

30-Day Recycle Bin

Deleted a document by mistake? DocFlow maintains a 30-day soft-delete recycle bin, so nothing is permanently lost until you decide it should be. Administrators can restore any document with a single click, preserving its full version history, metadata, and permissions exactly as they were.

Soft Delete Protection

When a document is deleted, it moves to the recycle bin rather than being permanently removed. All metadata, versions, and permissions are preserved for easy restoration.

Admin Restore Controls

Administrators can browse the recycle bin, search for specific documents, and restore them to their original location. Bulk restore operations make recovering multiple files effortless.

Configurable Retention

Set your own recycle bin retention period from 7 to 90 days. When the period expires, documents are permanently purged in accordance with your data retention policies.

Ready to See DocFlow in Action?

Book a personalised demo with the Mastercopy team. We will show you how every feature works for your industry and compliance requirements.