Documents
Files with type, metadata, version and confidentiality, captured from the web, mobile, email or a scanner and easy to find.
GIITIC Document Management
Everything you expect from document management software. And much more.
- Adapts to your business Your operation, your rules.We start from best practices, but we understand that every company is different. We adapt GIITIC to your processes, even when they are complex, without forcing you to change your operation to fit the software.
- Integration experts 100+ integrations.We connect GIITIC with your technology ecosystem: modern, in-house or legacy systems. We have more than 100 integrations and the experience to build the ones your operation needs.
- We solve problems, not just implement We take charge from start to finish.We avoid the typical implementation problems: incomplete scopes, consultants who do not understand the operation, or features that do not solve the need. You work with experts focused on making the solution work from start to finish.
- Record-time implementation and support Experience + tools + AI.We are experts in what we do. We combine experience, methodology, tools and AI to speed up every stage, deliver implementations in weeks and resolve your needs with agility.
- AI + Agents + Intelligent analytics Much more than AI features.AI features included in the software that you can extend with agents and intelligent data analytics. All connected in one ecosystem and with a single vendor.
- One single plan No tiers or hidden costs.All of the product’s functionality is included from the start. No multiple editions, locked features or hidden costs that complicate the administration of your solution.
Do you know if your operation is at risk?
These are common signs of teams that work without technology.
- Documents lost in emails and personal folders
- Nobody knows which version is current
- Outdated procedures that are still in use
- Approvals stuck on someone’s desk
- Searches that take hours
- Incomplete files at audit time
- Confidential documents within everyone’s reach
- Files kept forever with no criteria
- Documents deleted without support or a record
- Archive boxes that nobody knows the location of
- Loaned documents that are never returned
- Scanned paper with no index or order
How does GIITIC Document Management improve my operation?
Greater speed
Automate tasks and connect your information so your team responds sooner and your processes move forward without waiting.
- Finds any document by its text, its metadata or a natural-language question
- Captures documents from the web, your phone, email or a scanner with no manual steps
- Suggests the document type and metadata of each file when it is uploaded
- Assigns review and approval tasks to the right owner based on document type
- Lets you approve and sign documents from your phone
- Brings everything about a customer, employee, supplier or project into one file
Higher quality
Standardize the work and control every step so your information is reliable and your results are consistent.
- Keeps a single current version of each controlled document
- Requires the mandatory metadata of each document type before saving
- Warns about duplicate documents when they are uploaded
- Shows which documents are missing from each file
- Schedules periodic review of manuals, procedures and forms
- Records who viewed, downloaded, modified or approved each document
Lower costs
Reduce rework, errors and manual work so your operation delivers more with the same resources.
- Reduces paper, printing and storage space with digital documents
- Eliminates time wasted searching for documents or requesting copies
- Applies retention by document type so you do not keep what you no longer need
- Locates boxes and folders in the physical archive without walking through storerooms
- Controls loans and returns so originals are not lost
- Avoids rework caused by using outdated versions or incomplete documents
Take your company to the next level with AI
Built-in AI features
- Document classification and metadata suggestions on upload
- Summaries of long documents and complete files
- Questions about a document or file with answers that cite the source
- Version comparison with a summary of the changes
- Detection of personal or sensitive data to suggest confidentiality
Workforce AI
If you want to go further, our autonomous agents take on operational tasks in any area of the company, with human oversight and central governance.
- OpenAI
- Anthropic
- Gemini
Analytics
If you want more advanced AI-powered data analysis, Analytics applies forecasting, predictions, anomaly detection and optimization to your operational data.
Explore Analytics
Manage what really matters
GIITIC Document Management follows each document from the moment it is created or received until it is archived, retained or deleted with support.
- Identify
- Characterize
- Classify
- Relate
- Manage
- Act
- Close
Controlled documents
Manuals, procedures, policies and forms with versions, approval, publication, periodic review and obsolescence.
Records files
They group the documents of a customer, employee, supplier, contract or project, with index, closing and transfer.
Physical archive
Boxes, folders and locations of the active, central and historical archive, with their contents and retention phase.
Loans and access
Requests to view or borrow physical or restricted documents, with approval, delivery, return and alerts.
Solutions for every role
Everyone who creates, approves, consults or safeguards documents finds what they need: queries, transactions, reports and indicators.
Records manager
Self-service de consulta
- Document inventory by phase
- Location of boxes and folders
Self-service transaccional
- Records transfers
- Final disposition with a record
- Loans and returns
Reportes
- Files with retention period met
- Overdue loans
KPI
- Unclassified documents
- Pending dispositions
Quality lead
Self-service de consulta
- Master list of controlled documents
- Version history
Self-service transaccional
- Publication and obsolescence of versions
- Scheduling of reviews
Reportes
- Documents with overdue review
- Read confirmations
KPI
- Documents with up-to-date review
- Read coverage
Department head
Self-service de consulta
- Pending tasks for their team
- Files of their area
Self-service transaccional
- Approval and signing of documents from the app
- Approval of loans and access
Reportes
- Tasks by status and owner
KPI
- Overdue tasks
- Approval time
Employee
Self-service de consulta
- Search for current documents from the web or the app
- Documents published for their position
Self-service transaccional
- Upload of documents and supporting files
- Read confirmation
- Loan request
Customer or supplier
Self-service de consulta
- Documents shared with them from the portal or a secure link
Self-service transaccional
- Upload of the documents requested from them
Auditor
Self-service de consulta
- Authorized files in read-only mode
- History of access and changes
Reportes
- Traceability by document and file
Management
Self-service de consulta
- Document management dashboard from the app
Reportes
- Document volume by area and type
- Access to confidential documents
- Export to Excel and Power BI
KPI
- Complete files
- Storage use by phase
Key features
Capture and digitization
Upload documents from the web, your phone, email or a scanner, with OCR so the text of every image is searchable.
Classification and metadata
Classify each document by type, series and area with mandatory metadata that AI suggests and the user confirms.
Electronic records files
Bring together in one file the documents of a customer, employee, supplier or project, with its index and its closing.
Versions and controlled documents
Control versions of manuals, procedures and forms: drafting, approval, publication, review and obsolescence.
Workflows and approvals
Assign tasks with owners, deadlines and alerts, and approve or sign documents from the web or your phone.
Search and viewing
Find documents by text, metadata or in natural language and view them in the viewer without downloading them.
Security and traceability
Define who can view, edit or download each document, with watermarks, temporary links and a record of every access.
Retention and final disposition
Apply records retention schedules by document type, schedule transfers, and delete or preserve with a record and approval.
Physical archive and loans
Locate boxes and folders in the active, central or historical archive and control loans with return and alerts.
- GIITIC Document Management
- Correspondence: Provides the registered communications for their file and checks their location and retention.
- Contracts: Preserves the signed contract and its annexes in the file according to the company’s policy.
- Compliance and Quality: Uses the current controlled documents and stores the evidence of audits and requirements.
- Electronic Documents: Provides the XML, PDF and acknowledgments of e-documents for document preservation.
- Employee Portal: Publishes to each employee the current documents for their position and receives their supporting files.
- Customer Portal: Shares authorized documents with the customer and receives the ones requested from them.
- Supplier Portal: Shares authorized documents with the supplier and receives the ones requested from them.
- LMS (Learning Management System): Receives the published documents to train staff and returns the training certificate.
- Electronic signature: Sending of the approved document, status per signer and signed document with its evidence.
- Email: Capture of received documents and sending of notifications and secure links.
- Scanners and multifunction printers: Batch digitization of paper documents into the repository.
- Enterprise ERP: Associates documents with third parties, orders, invoices and employees of the ERP you already use.
- BI tools: Export of document inventories and indicators to Excel and Power BI, respecting permissions.
Connected ecosystem
GIITIC platform
The backbone that powers the entire ecosystem
Every GIITIC module, workflow and data point runs on a common platform: security at the core, integration with your systems, and mobile and business intelligence capabilities.
Learn more- Security and auditingAccess control, encryption and traceability of every interaction.
- Multi-site and multi-currencyMultiple sites, languages, currencies and local regulations.
- Data managementBulk import, assisted migration and open export.
- Processes and approvalsBPM workflows, no-code forms and multilevel approvals.
- Analytics and indicatorsDashboards, KPIs and alerts connected to your operation.
- Maps and traceabilityGeoreferencing, routes and geofences.
- Field mobilityApp with offline mode, signature, photos and on-site printing.
Our track record
Global experience at your service
- Years of experience
- 15+
- Companies in Latin America
- 850+
- Countries
- 10+
- Integrations
- 100+
- ERP and ERP+ modules
- 40
- AI agents
- 20+
Companies that trust GIITIC
Frequently asked questions
Questions about GIITIC Document Management
Can GIITIC Document Management be integrated with my current ERP?
Yes. It connects with GIITIC ERP and with the enterprise ERP you already use through APIs: it associates each document with the third party, order, invoice or employee in the ERP without duplicating their data. It also integrates with email, scanners and electronic signature services. The scope of each integration is defined when sizing the project.
Can I adapt it to my company’s document types and retention?
Yes. You configure the classification scheme, document types with their metadata, file types, records retention schedules, approval workflows and permissions. If your process needs more, our team adapts it as part of the implementation.
Does GIITIC Document Management software include artificial intelligence?
Yes. AI suggests the type and metadata when a document is uploaded, summarizes documents and files, answers questions about a document citing the source, compares versions and detects sensitive data to suggest its confidentiality. Your team reviews and confirms. You can extend it with Workforce AI agents.
Can I use the software from my phone?
Yes. From your phone you search and view documents, capture documents with the camera, approve and sign, confirm reading of published documents and record loans.
What does the software implementation include?
Direct support from the software vendor: we size document types and retention with you, configure classification, files, workflows and permissions, migrate your historical documents with automated tools, connect your systems and give you direct support. Timelines depend on the scope.
Can I use GIITIC Document Management without implementing GIITIC ERP?
Yes. GIITIC Document Management works on its own and complements the ERP your company already has: your documents are associated with its third parties and transactions without changing systems. If you later implement GIITIC ERP, the two connect without duplicating information.
Next stepReady to transform your process with GIITIC software?
Schedule a guided demo of GIITIC software. A consultant will review how your operation works and show you how the software adapts to your business rules.
- Explore the software with use cases from your industry.
- Compatibility assessment with your current ERP and your sales channels.
- Review of the scope and the next step.
Request a guided demo of the software
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