Read how you can revolutionize your operation with Knack.
- Business Need
- Project Type
- Explore All Solutions
- Features & Benefits
- Security and Infrastructure
Safeguard data, control access, and ensure robust system reliability for peace of mind.
- Data Management
Organize, import, and manipulate data efficiently to make informed decisions and drive success.
Integrate data and workflows to enhance productivity and expand functionality effortlessly.
Analyze data, create charts, track performance, and make data-driven decisions with ease.
- User Access
Control permissions, grant or restrict access, and ensure data security effortlessly.
Sell products, manage inventory, and process payments smoothly for your e-commerce business.
- Front-End Experience
Design your app with the best experience for your users and appearance for your brand.
Automate data handling, trigger notifications, and simplify actions for efficient operations.
- Security and Infrastructure
- Platform Overview
Try Interactive Demo
Get a quick taste of Knack.
- Dive into Knack
- Additional Resources
- Compare Knack
See why Knack is the best option.
- Hire an Expert Builder
Find an expert to build or expand your app.
- Learning Center
Learn about how to set up and expand your app.
- Certification Program
Become a certified Knack Expert.
- Developer Docs
Find comprehensive guides and documentation.
- Community Forum
Discuss your build with other Knack builders.
- Compare Knack
- Partner Programs
Document Management Template
Efficient document organization and access control app.
This Document Management software template is a comprehensive solution designed to streamline the organization, storage, and retrieval of various documents.
Users, including employees and administrators, benefit from a user-friendly interface. The app allows seamless document creation, file storage, organized folder structures, and easy search capabilities. There’s no limit to the use cases this serves and the type of content that can be stored – excel spreadsheets, docs, checklists, document templates, photos, videos, PowerPoints, and more.
Admins, with comprehensive privileges, can oversee and manage the entire document repository, fostering a secure and well-organized information environment. User access is tailored to roles, ensuring that individuals can view and interact only with documents relevant to their responsibilities.
Knack’s functionality allows builders to take this app a step forward by integrating Microsoft Word, Microsoft Excel, various CRMs, and more.
Explore the following resources to help you get started on your custom Document Management app:
- Emails & Notifications
- Users & Access
- How to Show Records Connected to the Logged-In User
- Workflow & Automation
Why Use This Free Template?
- Simplified Document Organization: Knack’s document management template app provides a user-friendly platform for organizing and categorizing documents. It allows users to create custom templates for different document types, making it easy to find and manage files efficiently.
- Streamlined Collaboration: Knack’s app facilitates seamless collaboration by allowing multiple users to access and work on documents simultaneously. Team members can comment, edit, and share documents within the app, reducing communication gaps and enhancing productivity.
- Enhanced Security: Knack prioritizes data security. The app offers robust security features, including user authentication, role-based access control, and data encryption. This ensures that sensitive documents are protected from unauthorized access and data breaches.
- Document Automation and Workflow Integration: Knack’s document management app can integrate workflow automation tools to manage the entire content lifecycle. This enables users to automate repetitive tasks, such as document approvals, notifications, and reminders, reducing manual effort and ensuring compliance.
- Scalability and Customization: Knack’s app is scalable and customizable to suit the specific needs of businesses. Users can tailor the app’s features and templates in real time to align with their industry and workflow requirements, making it a versatile solution for businesses of all sizes.
- File Storage and Organization:
- Efficiently stores and organizes a variety of documents, including policies, procedures, contracts, and regulatory filings.
- Implements a user-friendly system for creating and managing folders for streamlined document categorization.
- Role-Based User Access:
- Establishes role-based access control to regulate user access to specific documents or folders.
- Enhances security and confidentiality by ensuring that users can only view and interact with documents relevant to their roles.
- Easy Search Capability:
- Incorporates a powerful search feature for quick and precise document retrieval.
- Users can quickly locate the necessary documents, improving overall efficiency and productivity.
- Document Notes and Comments:
- Allows users to add notes to documents for additional context or instructions.
- Enables collaborative engagement by allowing users to comment on documents, fostering communication and knowledge sharing within the organization.