Powerful Features for Modern Document Management

TurboDMS combines enterprise-grade document management with intuitive design. Discover the features that make managing documents effortless.

Documents. Data. Workflows all in one platform.

Everything you need to manage documents and automate workflows

TurboDMS goes beyond traditional document management. It brings together:

  • Document control
  • Workflow automation
  • Data capture
  • Security & compliance

Built for modern, process-driven organizations.

Document Management

Centralized Document Repository

Store all your organization's documents in one secure, accessible location. TurboDMS supports over 100 file formats and provides automatic organization, preview generation, and intuitive folder structures.

  • Unlimited Storage Options
  • Folder Hierarchy
  • File Preview
  • Thumbnail Generation
  • Favorites & Quick Access
  • Bulk Operations
  • Recycle Bin

Workflow & Approvals

Automate Document-Centric Processes

Eliminate bottlenecks with automated workflows that route documents for review, approval, or acknowledgment. Set up multi-step processes with conditions, deadlines, and automatic notifications.

Approval Workflows

Create multi-step approval processes with sequential or parallel routing. Documents automatically move to the next approver, with full visibility into status and history.

  • Sequential and parallel approval paths
  • Conditional routing based on document properties
  • Delegation capabilities for out-of-office approvers
  • Automatic completion with summary PDF generation

Acknowledgment Workflows

Distribute policies, procedures, and compliance documents with tracked acknowledgment. Know who has read and accepted each document.

Review Workflows

Collaborative document review with commenting, annotations, and tracked changes.

Electronic Signatures

Sign Documents Digitally

Collect legally-binding electronic signatures on contracts, agreements, and forms without leaving TurboDMS. Support for multiple signers, custom signing orders, and automatic completion tracking.

  • Multiple Signers
  • Signing Order
  • Signature Fields
  • Mobile Signing
  • Automatic Notifications
  • Audit Trail
  • Certificate of Completion

Document Retention

Automated Retention & Compliance

Implement retention policies that automatically manage document lifecycle. Set retention periods, archive schedules, and deletion rules to ensure compliance with regulatory requirements.

  • Retention Schedules
  • Automatic Archiving
  • Deletion Rules
  • Legal Hold
  • Retention Reports

Reminders & Notifications

Never Miss a Deadline

Set reminders for document reviews, contract renewals, or any time-sensitive action. Automatic notifications keep your team informed of document activities.

  • Custom Reminders
  • Recurring Reminders
  • User & Group Notifications
  • Email Notifications
  • Push Notifications

In-App Document Editing

Create & Edit Without External Software

Create, edit, and collaborate on documents directly within TurboDMS. Full-featured editing for Word, Excel, and PowerPoint files without needing Microsoft Office installed.

  • Word Documents
  • Spreadsheets
  • Presentations
  • Real-Time Collaboration
  • Track Changes
  • Comments & Annotations

Search & OCR

Find Any Document Instantly

Powerful search capabilities with OCR (Optical Character Recognition) that makes even scanned documents fully searchable. Find documents by content, metadata, or custom fields.

  • Full-Text Search
  • OCR Processing
  • Advanced Filters
  • Saved Searches
  • Search Suggestions
  • Content Preview

Version Control

Complete Document History

Every change to every document is tracked automatically. View previous versions, compare changes, and restore any version with one click.

  • Automatic Versioning
  • Unlimited Version History
  • Version Comparison
  • One-Click Restore
  • Version Comments

Custom Metadata

Organize Documents Your Way

Define custom metadata fields to capture the information that matters to your organization. Create dropdown lists, dates, numbers, and text fields that make documents easy to find and organize.

  • Custom Field Types
  • Dropdown Lists
  • Required Fields
  • Metadata Templates
  • Bulk Editing

Folder Templates

Provision Complete Workspaces in One Click

Define reusable folder blueprints — complete with subfolders, metadata fields, permissions, retention policies, and default column views. Spin up a new client onboarding, deal room, or audit package in seconds instead of hours.

  • Reusable folder hierarchies
  • Pre-configured metadata fields
  • Default role & user permissions
  • Retention policy assignment
  • Custom column views per folder
  • Category grouping & usage tracking

Document Links & Relationships

Connect Related Documents Explicitly

Link documents with meaningful relationships — contracts to amendments, policies to superseding versions, parent packages to supporting files. Navigate connected documents from a dedicated relationships tab in the asset info panel.

  • References & referenced-by
  • Supersedes / superseded-by
  • Amendment-to relationships
  • Parent-child hierarchies
  • Free-form notes on every link
  • Audit trail on every relationship change

Keyboard Shortcuts & Command Palette

Built for Power Users

Navigate, search, and trigger actions without touching the mouse. A global command palette puts every action one keystroke away — ideal for teams who work in the DMS all day.

  • Command palette (Ctrl + K)
  • Quick navigation to any page
  • Trigger file & folder actions by keyboard
  • Searchable, grouped command list
  • In-app shortcuts reference dialog

Watermarking

Protect Your Documents

Apply dynamic watermarks to documents to prevent unauthorized sharing and track document distribution. Watermarks can include user identity, date, and custom text.

  • Dynamic Watermarks
  • Custom Text
  • Preview Watermarks
  • Download Watermarks

Audit Trail

Complete Activity Visibility

Every action on every document is recorded with timestamps, user identity, and IP addresses. Generate compliance reports and investigate any activity with detailed audit logs.

  • Comprehensive Logging
  • User Identification
  • IP Address Tracking
  • Exportable Reports

Secure Sharing

Share Documents Safely

Share documents internally and externally with granular permission controls. Generate secure links, set expiration dates, and track who accesses shared content.

  • Internal Sharing
  • External Sharing
  • Permission Levels
  • Password Protection
  • Expiration Dates
  • Shared Resources Dashboard

Document Portal

Collect Documents from External Contacts

Send external clients, vendors, or applicants a secure personalised link to a Document Portal where they upload documents against a checklist you define. No TurboDMS account needed on their side.

  • Checklist-based document requests
  • Per-item deadlines & file type rules
  • OTP or password-protected access
  • Review, approve, or reject submissions
  • Automated deadline reminder emails
  • Files land directly in your DMS

Import Over Email

Send Documents Directly to TurboDMS

Each folder can have a unique email address. Forward emails or scan directly to TurboDMS—attachments are automatically saved with sender information preserved as metadata.

  • Unique Folder Addresses
  • Automatic Metadata
  • Attachment Extraction
  • Scanner Integration

Duplicates Identification

Eliminate Redundant Files

Automatically identify duplicate documents across your repository. Save storage space and avoid confusion by finding and managing duplicate content.

  • Content-Based Detection
  • Hash Comparison
  • Duplicate Reports

Virus Scanning

Protect Against Malware

Every uploaded file is automatically scanned for viruses and malware. Infected files are quarantined to protect your organization's documents and users.

  • Automatic Scanning
  • Definition Updates
  • Quarantine System

API Access

Integrate with Your Systems

Full-featured REST API for integrating TurboDMS with your existing business applications. Automate document operations, sync data, and build custom workflows.

  • RESTful API
  • Authentication
  • Complete Operations
  • Webhook Support
  • API Documentation

Single Sign-On (SSO)

Connect Your Existing Tools

TurboDMS integrates with leading identity providers for seamless, secure authentication.

Provider Features
Microsoft Entra ID (Azure AD) SAML 2.0, user provisioning, group sync
Okta SAML 2.0, SCIM provisioning, MFA
OneLogin SAML 2.0, directory integration
Active Directory LDAP, on-prem sync, group mapping

Everything your business needs in one platform

Instead of using multiple tools for storage, approvals, and data collection
TurboDMS gives you:

  • Document management
  • Workflow automation
  • Data capture
  • Security & compliance

A complete system built for modern business operations.

Take control of your documents and workflows

Stop juggling tools and manual processes
bring everything into one powerful platform.