Features

Built for capture, control and compliance

Apexa Documents covers the document lifecycle organisations actually run — from first upload to long-term retention.

A young Black woman with natural hair smiling as she uses her smartphone by a window

Capture & classify

Bring paper and digital records into one searchable library.

Upload & versioning

Live

Keep every revision with clear history so nothing is overwritten silently.

Categories & tags

Live

Organise by type, department or retention class so staff find the right file fast.

OCR & full-text search

Roadmap

Search inside scanned PDFs and images — labelled roadmap until wired end-to-end.

Share securely

Give the right people access without emailing uncontrolled copies.

Role-based access

Live

Owners, staff and clients see only what their role allows.

Document sharing

Live

Share with password or expiry when you need controlled external access.

Email & reminders

Live

Notify stakeholders and set reminders before retention deadlines.

Govern & retain

Stay ready for audits, regulators and internal reviews.

Activity history

Live

See who opened, edited or shared a record.

Workflow stages

Live

Move documents through review and approval stages.

Cabinets & policies

Roadmap

Logical cabinets and retention policies — expanding on the roadmap.

Portrait of a confident Black woman in a patterned blue top

Access

The right people, the right records

Role-based permissions and controlled shares keep sensitive documents out of open shared drives and unsecured email threads.

Talk to us