Document Management

Manage documents by entity

EntityKeeper organizes every document around the entity it belongs to, so the current document is always easy to find.

You can link straight from Box, Dropbox, Google Drive, OneDrive, or SharePoint, and your files stay protected from the computer and hard-drive failures that put local storage at risk. No more confusion or errors from emailing versions back and forth.

Maintain oversight with built-in collaboration

The fewer places a conversation can hide, the easier it is to stay aligned. EntityKeeper brings discussion into the platform alongside the documents themselves, cutting down on scattered emails and direct messages and keeping a single, centralized thread.

Past conversations stay attached for context, action items become assigned tasks and reminders, and any third-party personnel you invite can take part directly, all without the risk of losing a decision to a deleted or misplaced email.

Search by name or tag, then open the entity that holds the document you need.

See document management in action.

Get a guided walkthrough tailored to your entity structure.

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