Capture from anywhere
Scan, hot-folder, IMAP email, SharePoint & OneDrive, a desktop agent, public web forms, and live media (video, audio, and streams) all land in shared trays, ready to file.
Self-hosted or managed cloud
Every document, captured, understood, and under control
DocuSleeve captures from scan, email, forms, and live media (video, audio, live streams), makes every page, clip, and recording searchable with AI, and automates the approvals and retention that keep you compliant, self-hosted or managed in the cloud, your choice.
- Your servers or ours
- Full audit trail
- Role-based access
See it in motion
From inbox to audit-ready, automatically
Every file follows the same path: captured, recognized, indexed, approved, and filed, with each step logged to a full audit trail.
Capture
Recognize
Index
Approve
File
INV-2042DeepLynx.ai$4,242.00
Approved
Filed & audit-ready
Built for the teams that run on documents
Finance & AP
HR & records
Legal & compliance
Operations
Healthcare admin
Procurement & contracts
Accounting & tax
Education & admissions
Government & public sector
Insurance & claims
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.
AI files it for you
On arrival, AI reads each document, classifies it, applies labels, and files it into the right cabinet. It handles photos, video, and audio, not just text.
Find any page instantly
Handwriting recognition and AI search make every page 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
Single sign-on, 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.
1
Capture
Documents and live media (video, audio, and streams) arrive from scanners, email, hot folders, SharePoint, and forms into staging trays.
2
File
AI auto-categorizes and stores into file cabinets with typed fields, highlight-to-index, and store dialogs.
3
Automate
Trigger approvals, notifications, parallel tasks, and routing with the workflow engine.
4
Govern
Apply permissions, capture an audit trail, and enforce retention through disposal.
AI auto-categorization
Drop it in. AI files it for you.
DocuSleeve reads every incoming file, identifies its type and index values, and routes it into the right cabinet, with no manual sorting and no rules to write.
Invoice98%
FieldValue
FieldValue
FieldValue
DocuSleeve AI
Invoices
Contracts
HR records
Receipts
Works with your stack
Plugs into Microsoft 365 and your identity provider
Capture from and sync back to SharePoint & OneDrive, and let people sign in with the accounts they already have.
Capture & two-way sync
Microsoft 365
SharePoint
OneDrive
Single sign-on (OIDC & SAML)
Microsoft Entra ID
Okta
Google Workspace
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 daysAmount > $5,000?
No → File & retainYes → Director approvalFile & retain
Cabinet · Retention 7y
3 test scenariosall passing
Search & intelligence
If it’s on the page, you can find it
Printed, scanned, handwritten, or recorded: 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, video, and audio, plus rules that surface related records automatically.
- 10+
- Capture channels
- 100%
- Yours, self-hosted or cloud
- 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.
Single sign-on (SSO)
Sign in with Microsoft Entra ID, Okta, Google, or any OIDC/SAML provider, with optional directory sync.
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 or our managed cloud
- Self-hosted or single-tenant managed cloud; your data stays yours
- Single sign-on with Microsoft Entra ID (OIDC & SAML)
- 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.
Partnerships
Reselling, integrations, or referrals? We would love to talk.
Take control of your documents
Capture, search, automate, and govern every record, on infrastructure you own.