Why Docfield: How efficient businesses create documents

Create

Create more powerful templates

Import all your recurring documents in Docfield’s editor, designed to simplify even the most complex document

Create smart fields in your templates

Replace static text with smart fields for all your variables and extract with a single click

Log everything that happens

Know exactly what has been changed over time and by whom with Docfield’s comprehensive activity logging

Import data from external databases

Connect your external databases with Docfield’s API and import critical data

Compliance & Trust

Build your library of compliant documents

Use connected templates to instantly generate and maintain compliant documents

Enforce absolute compliance across the board

Update all documents by editing the template and specify which elements of the document are flexible

Personalize any document in minutes

Enable or disable text blocks and even whole sections with rule-based logic

Add editable or static text elements

Lock text elements in templates by selecting static blocks or add editable blocks to allow users to alter their contents

Keep your brand consistent

Trust that all your documents stick to your brand's styles

Collaborate

Collaborate with your team in real-time

Eliminate version management and endless emails by working together in the same document in the cloud

Communicate where you're working

Select and comment on text to ask any questions or provide suggestions for your team members or clients

Never miss a single revision

Track template and document edits over time and log every revision. Accept the edits you approve and revert those you don’t

Let yourself be guided

View the progress of your documents with our tracker and get directed to any to-do with a click

You decide who gets access and to what

Manage access to documents, templates, and folders and allow users to edit, comment or only read files

Approve & e-Sign

Customize approval steps

Find a perfect fit for your internal process & compliance requirements

Manage your document workflows

Eliminate endless email threads. Customise your own workflow in each template, set notifications, and manage progress from Docfield

Sign documents where you create them

Sign your documents online from anywhere on any device

Generate documents at scale

Automate your document generation by integrating other tools and external databases using Docfield’s API

Archive & Extract

Elevate document management

Get scalable, secure, and accessible storage, enhancing collaboration and efficiency

Export to CSV

Export your data to Excel Sheets easily

Extract mission-critical data

Use data from smart fields and turn it into actionable insights

Log all activities

Store your audit trail with every activity indefinitely

How efficient businesses create documents