Doc Drawer

Small
Accounting · Accountant, clients

Financial document archive: POAs, signatory circulars, contracts, expiry alerts.

Coding Ideas

Built in this build

  • Per-client document archive
  • Document types with validity dates
  • Client document upload
  • Document type setup
  • Access control
  • Type and date extraction from document photos
  • Missing/expired document summary

Vision (needs external services)

  • Expiry alert rules
  • Pre-expiry alerts
  • Document upload
  • Email alerts

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

  • Per-client document archive
  • Document types with validity dates
  • Client document upload

Admin modules

  • Document type setup
  • Expiry alert rules
  • Access control

AI capabilities

  • Type and date extraction from document photos

Automations

  • Pre-expiry alerts

Analytics & reports

  • Missing/expired document summary

Integrations

  • Document upload
  • Email alerts

Mobile

  • Mobile document capture

Roles & permissions

  • Accountant
  • Client

Accounting

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