Platform · Document Management
Every file attached to the record it belongs to
Upload a contract to the deal, a receipt to the expense, a delivery note to the order. Documents are searchable, permission-controlled and counted against your plan's storage.
- Included in
- Free plan and above
- Status
- Available now
- Module
- Platform
- Trial
- Included in the 7-day trial
Files in context
Documents attach to contacts, companies, deals, orders, invoices, expenses and custom records. Generated PDFs such as invoices and quotations are stored automatically.
- Attach to any record
- Auto-stored invoice and quote PDFs
- Version history on re-upload
Search and permissions
Find documents by name, type, record or extracted text. Access follows the permissions of the record a document is attached to.
- Full-text search of extracted text
- Permission inherited from the parent record
- Expiry reminders for contracts
AI document processing
On Business and above, KztOne reads receipts, supplier invoices and purchase orders, extracts amounts, dates and suppliers, and pre-fills the expense or bill for your review.
- Receipt and invoice extraction (Business and above)
- Review before anything is saved
- Confidence shown per field
What you get
- No lost paperwork
- The contract is on the deal, the receipt on the expense.
- Faster data entry
- AI reads documents so staff only review.
- Controlled access
- Only people who can see the record can see its files.
Questions
- How much storage do I get?
- Free includes 500 MB, Starter 2 GB, Growth 10 GB, Business 50 GB and Scale 200 GB. Extra storage can be added monthly.
- Which file types are supported?
- PDF, images, Word, Excel, CSV and common archive formats. Text is extracted from PDFs and images for search.
- Where are my files stored?
- In encrypted object storage in KztOne's hosting region, separated per workspace. Enterprise customers can use their own storage bucket.
- Which KztOne plan includes document management?
- Document Management is included in every plan, including Free. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
Related
Expense Management
Record expenses with receipts, route them to the right approver, track budgets and see where money goes. AI reads receipts on Business plans. Free to start.
Security & Data Protection
Your workspace is isolated at the database level, secrets are encrypted at rest, sessions and API keys are scoped, and backups and exports are always available.
Unified Business Search
One search box for contacts, companies, orders, invoices, products, documents and WhatsApp conversations, with permissions respected. Free on every plan.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.