A versioned document repository with e-signature, template-driven generation and an access-aware RAG pipeline — so AI answers questions only from documents the user is allowed to see.
Document Management is the cross-cutting content layer for the whole platform. Folders, documents, versions and templates are all records, so policies, contracts, runbooks and letters live in one governed place with full version history.
The RAG pipeline respects access control: when an AI agent answers a question, it only retrieves from documents the requesting user is permitted to read. Knowledge stays grounded, and permissions are never bypassed.
Folders and documents with complete version history — every change tracked, every prior revision recoverable.
AI Q&A retrieves only from documents the user can access, so answers respect permissions by construction.
Generate letters and forms from templates with merge fields — relieving letters, contracts, notices and more.
Route documents for signing inside the workflow, with status tracked on the record.
Draft, review, publish and retire states keep controlled documents governed end-to-end.
Who viewed, edited, signed or generated each document — captured for compliance.
Every process is a configurable state machine — built visually, governed by approvals and SLAs, with no code.
Created from scratch or generated from a template with merge fields.
Routed to owners for approval; comments and changes versioned.
Sent for e-signature; status and signers tracked on the record.
Released to the repository and indexed into the ACL-aware RAG store.
Superseded or expired documents archived with full history retained.
Specialist agents work this module with business context and the exact permissions of a human in the role — planning, retrieving grounded context, and acting through governed tools under human-in-the-loop control.
Meet the agents →Summarizes long documents and multi-file sets for fast review.
Indexes published documents and answers grounded, permission-aware questions.
RAG retrieval is access-aware, so nobody gets an answer drawn from a document they couldn't open themselves.
Templates with merge fields turn structured data into finished letters and contracts in seconds.
Every module — HR, CSM, legal, IT — reads and writes the same governed, versioned repository.
No. The RAG pipeline filters retrieval by the requesting user's access, so answers can only draw on documents that user is permitted to read.
Yes. Templates with merge fields produce letters, contracts and notices automatically — for example a relieving letter from an HR case.
Every document keeps its full version chain, so any prior revision can be reviewed or restored.
Document Management shares the same metadata core as the rest of Zyvark One, so it connects natively to:
Confidential, PII-scoped case management and lifecycle journeys that orchestrate IT, assets and access.
Omni-channel cases, entitlements and per-customer SLAs with AI-drafted, agent-approved replies.
Incidents, problems, change & CAB, catalog and knowledge — with impact×urgency priority and live SLAs.
Explore a fully-seeded demo tenant — live records, SLAs, agents and the Control Tower, all on one metadata core.