Versioning
Every revision of a contract or deliverable is retained, so which version was signed is a fact, not a debate.
The contract is somewhere
Every agency has lived it: a scope question turns into a dispute, and the first hour is spent finding the contract. Then finding out whether that was the version the client actually signed.
The Document Manager keeps contracts and deliverables in the workspace, versioned, tagged, and logged. The document that governs a project lives with the project.
It is the Brain department's filing cabinet: the part of your agency's knowledge that has legal weight.
How it works
1
File documents where they belong
Contracts and deliverables attach to clients and projects, not to a folder tree only one person understands.
2
Versions stay separate
Each revision is kept. The draft, the redline and the signed copy stop being three files with the same name.
3
Tags make it findable
Tag by type, client or whatever your practice needs, and find the document in a search instead of a hunt.
4
The audit log remembers
Who touched what, when. History you can show, not reconstruct.
What it keeps straight
Tags
Organise documents the way your agency thinks, and retrieve them by search rather than by memory.
Audit logs
A record of changes and access over time, which is exactly what you want in hand when a dispute arrives.
Attached to real work
Documents live against the same clients and projects every other module reads, in one shared workspace.
Where it sits
Document Manager is part of the Brain department of the Agency OS. Included from the Agency plan. One credit allowance covers every module, so there is no per-agent pricing and no surprise line items.
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Questions owners ask
What is the difference from a shared drive?
Versions, tags and audit logs, attached to the clients and projects the documents belong to. A drive stores files. The Document Manager knows which contract governs which project, which version was signed, and who has touched it since.
What does the audit log record?
Changes to a document over time: its versions and who touched it. When a dispute comes, you can show the history instead of reconstructing it from email.
Who can see what?
The workspace's role-based permissions apply. Owners, admins and members see different things, and documents follow the same rules as everything else.
Stop hunting for the signed copy
Join the waitlist and the Document Manager is included from the Agency plan when the OS opens. One email, no card.
Get early access
Free plan at launch. No card, and one email, when it opens.