Powerful Features for Modern Document Management

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 — Scale storage as your organization grows
• ✓ Folder Hierarchy — Organize documents with intuitive folder structures
• ✓ File Preview — View documents without downloading (PDF, Office, images, video)
• ✓ Thumbnail Generation — Visual document browsing with auto-generated thumbnails
• ✓ Favorites & Quick Access — Pin frequently used documents for fast access
• ✓ Bulk Operations — Upload, move, copy, and organize multiple files at once
• ✓ Recycle Bin — Recover accidentally deleted files with administrator oversight

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.

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 — Add unlimited signers to any document
• ✓ Signing Order — Define the sequence in which parties must sign
• ✓ Signature Fields — Place signature, initials, date, and text fields precisely
• ✓ Mobile Signing — Recipients can sign from any device
• ✓ Automatic Notifications — Email alerts when documents are signed
• ✓ Audit Trail — Complete record of who signed, when, and from where
• ✓ Certificate of Completion — Automatically generated proof of signature

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 — Define how long documents must be kept
• ✓ Automatic Archiving — Move documents to archive storage after retention period
• ✓ Deletion Rules — Automatically remove documents when retention expires
• ✓ Legal Hold — Prevent deletion of documents under litigation hold
• ✓ Retention Reports — Track compliance with retention policies

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 — Set reminders on any document or folder
• ✓ Recurring Reminders — Daily, weekly, monthly, or yearly schedules
• ✓ User & Group Notifications — Alert individuals or entire teams
• ✓ Email Notifications — Automatic email alerts for document activities
• ✓ Push Notifications — Real-time alerts for mobile and desktop

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 — Full word processing with formatting, tables, and images
• ✓ Spreadsheets — Complete Excel functionality with formulas and charts
• ✓ Presentations — Create and edit PowerPoint presentations
• ✓ Real-Time Collaboration — Multiple users editing simultaneously
• ✓ Track Changes — See who made what changes and when
• ✓ Comments & Annotations — Add comments and feedback inline

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 — Search within document content, not just file names
• ✓ OCR Processing — Automatically extract text from scanned documents and images
• ✓ Advanced Filters — Filter by date, author, type, folder, or custom metadata
• ✓ Saved Searches — Save frequently used search queries
• ✓ Search Suggestions — Intelligent autocomplete and suggestions
• ✓ Content Preview — See matching text highlighted in search results

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 — New version created on every save
• ✓ Unlimited Version History — No limit on stored versions
• ✓ Version Comparison — Visual diff between any two versions
• ✓ One-Click Restore — Instantly revert to any previous version
• ✓ Version Comments — Add notes explaining changes

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 — Text, number, date, dropdown, checkbox, user picker
• ✓ Dropdown Lists — Create predefined options for consistent data entry
• ✓ Required Fields — Ensure critical metadata is always captured
• ✓ Metadata Templates — Apply field sets to folders or document types
• ✓ Bulk Editing — Update metadata on multiple documents at once

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 — Automatically include viewer name and date
• ✓ Custom Text — Add company name, confidential notices, or custom text
• ✓ Preview Watermarks — Apply watermarks when viewing documents
• ✓ Download Watermarks — Watermark applied to downloaded files

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 — Track view, edit, download, share, delete, and all actions
• ✓ User Identification — Record who performed each action
• ✓ IP Address Tracking — Know where actions originated
• ✓ Exportable Reports — Export audit data to Excel, CSV, or PDF

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 — Share with users and groups within your organization
• ✓ External Sharing — Secure links for sharing with external parties
• ✓ Permission Levels — View-only, download, edit, or full control
• ✓ Password Protection — Require password to access shared documents
• ✓ Expiration Dates — Links automatically expire after set time
• ✓ Shared Resources Dashboard — Overview of all shared documents and permissions

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 — Each folder gets its own email address
• ✓ Automatic Metadata — Sender, subject, and date captured automatically
• ✓ Attachment Extraction — Files automatically extracted and stored
• ✓ Scanner Integration — Scan directly to TurboDMS via email

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 — Find duplicates even with different file names
• ✓ Hash Comparison — Precise matching using file signatures
• ✓ Duplicate Reports — Comprehensive list of all duplicates found

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 — Every upload scanned in real-time
• ✓ Definition Updates — Virus definitions updated automatically
• ✓ Quarantine System — Infected files isolated automatically

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 — Modern, well-documented REST endpoints
• ✓ Authentication — Secure API key and OAuth 2.0 authentication
• ✓ Complete Operations — Upload, download, search, share, and manage documents
• ✓ Webhook Support — Receive notifications when events occur
• ✓ API Documentation — Comprehensive guides and code examples

Single Sign-On (SSO)

Connect Your Existing Tools

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