Document Management System

Smart. Secure. Streamlined.

Managing critical documents should never slow down your business. ChiSquare’s intelligent Document Management System (DMS) brings order, efficiency, and security to even the most complex workflows. From design approvals to compliance records, every file is just a click away—intelligently stored, easily searchable, and securely managed.

Why ChiSquare?

ChiSquare DMS isn’t just a digital filing cabinet—it’s your strategic partner in simplifying operations and boosting productivity.

Key Features:

  • Smart Organization

    Centralize and categorize all documents with tags, folders, and OCR for instant access.

  • Compliance & Control

    Stay audit-ready with role-based access, version history, and automated compliance tools.

  • Automated Workflows

    Auto-tag, schedule reminders, and upload in bulk with smart metadata handling.

  • Secure & Scalable

    AES 256-bit encryption, daily backups, multi-level access—accessible anywhere.

  • Powerful Search & Insights

    Full-text search, smart filters, and exportable reports to turn data into decisions.

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Centralized Knowledge Hub:

  • A single source of truth where teams—from sales to sourcing to production can access the latest files without duplications or miscommunication.

  • Centralized access to catalogs, vendor agreements, workshop instructions, and client customizations, ensuring everyone works from the same data.

  • Quick access to historical data like past designs, supplier rates, or seasonal inventory trends for informed decision-making.

  • A collaborative space where feedback, revisions, and approvals are documented and visible to relevant stakeholders.

Real-World Applications in the Gems & Jewellery Industry:

  • Certificate Management: Store and instantly retrieve hallmark, GIA, IGI, and other gemstone certification documents.

  • In the gems and jewellery space, documentation is not just a backend activity—it’s central to value, trust, and compliance. A DMS helps streamline:

  • Design Archiving: Save and manage CAD files, hand sketches, and approved design iterations with version tracking and designer notes

  • Inventory Documentation: Attach invoices, supplier certificates, and test reports directly to product records in your ERP or POS system. .

  • Client Records: Maintain KYC documents, signed custom order approvals, and past purchase histories to streamline client servicing.

Workflow Automation & Seamless Integration:

  • Let DMS do the heavy lifting behind the scenes while your team focuses on creativity and customer service. With built-in automation, you can:

  • Set reminders and notifications for expiring certifications, stock clearance documents, or license renewals.

  • Enable digital signatures for faster document verification and client approvals—ideal for remote transactions or bulk order deals.

  • Integrate with your CRM, ERP, or POS systems, so documents like invoices, purchase orders, and customer contracts are available across platforms.

  • Go paperless with fillable digital forms, reducing human error, improving efficiency, and supporting sustainability.

User Roles & Permissions:

  • Administrators: Full access to customize dashboards and manage data.

  • Analysts: Access data for deep insights and reporting.

  • Managers: Role-specific dashboards and limited access to relevant data.

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Who Can Benefit?

  • Enterprises with high document volumes and complex
    approval chains

  • Legal & Financial Firms requiring strict audit trails
    and confidentiality

  • Healthcare Providers managing sensitive records
    and patient data

  • Manufacturing & Engineering teams handling technical specs, design approvals, and certifications

Unlock Your Strategic Potential

With ChiSquare DMS, you can:

  • Transform legacy processes into smart digital workflows

  • Improve productivity across departments

  • Ensure seamless collaboration inside and outside your organization

  • Protect critical data while keeping it readily accessible

  • Make smarter decisions backed by real-time document insights

Contact us now to learn more and schedule a demo!

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