Everything you need to use, run & build on Daiva AI DMS360.

Workspaces

A workspace is your private (or shared) container for documents. Each workspace has its own folder tree, members, sharing rules and AI auto-organisation. You can spin up one for Finance, one for HR, one for a single matter or project.

A loan officer at a bank creates a workspace per applicant: 'KYC — Rakesh Patel'. They drop the Aadhaar, PAN, salary slips and bank statements in one go. Daiva files Aadhaar under Identity, salary slips under Income, statements under Banking, runs OCR on each, extracts PAN number, name and address, and flags PII automatically.

Note: Workspaces can be cloned with their folder tree but without documents — handy for repeatable processes like 'New Customer Onboarding'.

My Documents

The everyday document view: industry-aware folders, list/grid toggle, per-row actions (version, download, star, share, delete), bulk select for batch operations.

Tick 14 invoices in the Inbox folder → Bulk → Move to → 'Accounts Payable / 2026 / January'. Daiva preserves their version chains, tags and audit trail, and writes a single bulk-move audit entry instead of 14 separate ones.

Smart Search (⌘K)

Hybrid semantic + keyword search across 8 scopes: Content, Metadata, OCR text, Tags, Comments, Form fields, Translated text, Redacted regions. Ask in plain English; Daiva understands intent.

• 'unpaid invoices over $10k from Q3'
• 'contracts expiring in the next 60 days mentioning auto-renewal'
• 'KYC files missing the address proof page'
• 'lab reports for patient ID 88421 between Jan and Mar'
• 'every document I commented on last week'

Scan & Classify

Drag in a scanned PDF, phone photo or batch — Daiva runs OCR + ICR (handwriting), classifies it (Invoice / Contract / KYC / Receipt / Report / Form / Letter / Statement / Policy / …), extracts key fields and routes to a review queue if confidence < threshold.

Vendor: Acme Logistics
Invoice #: INV-2026-00481
Date: 2026-05-22
Due: 2026-06-21
Net: $4,820.00  Tax: $385.60  Total: $5,205.60
Line items: 4 rows (table extracted)
Classification: Invoice (97.3% confidence)
Filed under: Accounts Payable / 2026 / May / Acme Logistics
Workflow triggered: AP Approval ≥ $5,000

Approvals, Tasks & E-signature

Multi-step workflows route documents through users or groups, with parallel branches, conditional steps on AI-extracted values, SLAs, escalations and e-signature.

Invoice ≥ $10k routes Manager → Finance Lead → CFO (parallel) → AP. Invoice < $10k skips the CFO step entirely. Routing decisions are made on the AI-extracted Total field — no manual triage needed.

Tags

Manual tags, AI-suggested tags (accept/reject), tag groups with colours, hierarchical tags ('Finance / Invoices / Q4'), tag cloud and tag-based saved searches.

Type 'Finance/Invoices/Q4' in the tag picker — Daiva builds the hierarchy automatically. Searching 'Finance' returns everything under it; searching 'Finance/Invoices/Q4' narrows down.

Rich-text Editor

Built-in WYSIWYG editor with auto-save, manual major/minor versions, comments, and AI assistant (Summarize / Rephrase / Expand / Translate / Continue writing).

Highlight a paragraph → AI → 'Rephrase formal' → Daiva returns 3 alternative phrasings. Pick one to replace or click 'Insert below' to keep both.

Version History

Every document has linear v1 → vN. Each version stores author, timestamp, size, change log, status and a hash. Restore any version with one click — it becomes the new tip.

Sharing

Share a whole workspace by email, or a single document via signed link with expiry, password and watermark. Every share is audited and revocable.

Send opposing counsel a watermarked, password-protected link to 6 deposition transcripts that expires after 14 days. Every download is logged with IP, timestamp and user agent.

Inbox & Support

Two-way bus with the admin and your team. Receive broadcasts (system messages, downtime notices), file support / feature / bug requests, watch them move through Open → In progress → Resolved.

Usage & Billing

Live storage, scan volume, AI credits, plan limits and invoice history with one-click PDF download. Set spend alerts to avoid surprises.

Compliance Pack

Industry-tailored retention, regulations, document types and mandatory workflow chips. Switch industry from a single dropdown and the whole workspace re-templates.