Features - Docfield, better documents in less time

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 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

Use static blocks to lock text elements in templates, or add editable blocks to allow users to edit contents.

Keep your brand consistent

Trust that all your documents follow your brand guidelines.

Collaborate

Collaborate with your team in real-time

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

Communicate where you're working

Select and comment on specific texts to ask questions or provide suggestions for 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 a detailed tracker and get directed to any to-do with just one 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.

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 CSV for analysis in your favorite spreadsheet or other tools.

Extract mission-critical data

Transform data from smart fields into actionable insights.

Log all activities

Store an audit trail with every activity indefinitely.

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