Self-hosted document management

Every document, captured, understood, and under control

DocuSleeve captures from scan, email, and forms, makes every page searchable with AI, and automates the approvals and retention that keep you compliant, running entirely on your own infrastructure.

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Runs on your servers
Full audit trail
Role-based access

Built for the teams that run on documents

Finance & AP

HR & records

Legal & compliance

Operations

Healthcare admin

One platform, end to end

From the loading dock to the audit log

Everything you need to turn incoming paper and files into structured, searchable, governed records, without stitching together five tools.

Capture from anywhere

Scan, hot-folder, IMAP email, a desktop agent, and public web forms all land in shared document trays, ready to file.

Find any page instantly

Handwriting recognition and AI search make every document full-text searchable.

Cabinets that fit your data

Define typed index fields per cabinet, with store, search, result, and folder views.

Automate the busywork

Route approvals, reminders, and filing with a visual workflow designer. No scripting required.

Sign, stamp, redact

Annotate, apply cryptographic signatures, redact, and export flattened PDFs.

Govern every record

Role-based permissions, a complete audit trail, and retention policies, on by default.

How it works

Capture, file, automate, govern

DocuSleeve mirrors how documents actually move through your organization, from the moment they arrive to the day they’re disposed of.

Capture

Documents arrive from scanners, email, hot folders, and forms into staging trays.

File

Index and store into file cabinets with typed fields, highlight-to-index, and store dialogs.

Automate

Trigger approvals, notifications, parallel tasks, and routing with the workflow engine.

Govern

Apply permissions, capture an audit trail, and enforce retention through disposal.

Workflow automation

Design the process once.
Let DocuSleeve run it forever.

A visual designer for real document workflows: human tasks, conditional branching, approvals with quorum, parallel tasks, delays, sub-workflows, pre-due reminders, and out-of-office reassignment. Simulate, validate, and test before you ship.

Conditional routing
Branch on index values and approval outcomes.
Approvals with quorum
Require votes, escalate, and reassign when someone's out of office.
Simulate & test
Validate and run test scenarios before going live.

invoice-approval.flow

Capture invoice
Email · Scan · Form
Manager review
Reminder · 2 days
Amount > $5,000?
No → File & retainYes → Director approval
File & retain
Cabinet · Retention 7y

3 test scenariosall passing

Search & intelligence

If it’s on the page, you can find it

Printed, scanned, or handwritten: DocuSleeve reads it, indexes it, and makes it searchable in seconds.

Highlight to index

Drag a box on any scan to pull its text straight into an index field. No manual typing.

Handwriting recognition

Dedicated HTR profiles turn handwritten notes and forms into searchable, indexable text.

AI & related-document search

Full-text and AI search across every page, plus rules that surface related records automatically.

5: Capture channels
100%: Self-hosted & on-premise
24/7: Automated workflows
1: Unified platform, end to end

Security & governance

Compliance isn’t a bolt-on

Governance is built into every layer, so the controls auditors ask about are already there, working quietly in the background.

Fine-grained access control

Users, roles, and groups with per-cabinet read, edit, and delete permissions.

Complete audit trail

Every view, edit, and action is recorded: who did what, and when.

Retention & records management

Define retention rules and manage records through to defensible disposal.

Versioning & e-signatures

Check-in/out locks, full version history, and cryptographic digital signatures.

Your data, your rules

Deployed on your infrastructure

Self-hosted: your data never leaves your servers
Encrypted secrets at rest
Check-out edit locks prevent conflicts
Redaction burned into exported PDFs
Single-organization, no third-party tenancy

Contact

Talk to our team

Questions, pricing, or a guided walkthrough. Reach us directly and we will get back to you.