TurboDMS Features

Powerful features for modern document management

TurboDMS combines enterprise-grade document management with intuitive design. Discover the features that make managing documents effortless.

Documents. Data. Workflows — all in one platform.

No credit card required • Setup in minutes

Invoice Approved Workflow: Finance Route
Documents
Search
Approvals
Home
9 folders • 31 files
NAMEUPDATED ON
Client Contracts & NDAs
08/06/2026
Global_Supplier_Agreement.pdf
28/05/2026
Audit_Review_Schedule.pdf
28/05/2026

Everything you need in one platform

Document control, workflow automation, data capture, and enterprise security — built for modern, process-driven organizations.

Centralized document repository

Store all your organization's documents in one secure, accessible location with support for 100+ file formats, automatic organization, and intuitive folder structures.

  • Unlimited storage with folder hierarchy
  • File preview and thumbnail generation
  • Favorites, bulk operations, and recycle bin
9 folders 31 files organized
Documents
Search
Client Contracts
Agreement_2026.pdf

Automate document-centric processes

Eliminate bottlenecks with multi-step approval, acknowledgment, and review workflows — with conditional routing, deadlines, and automatic notifications.

  • Sequential and parallel approval paths
  • Conditional routing and delegation
  • Acknowledgment and review workflows
Invoice Approved Finance route completed
Submitted
Acme Corp
Manager Approval
Pending review

Legally-binding electronic signatures

Collect signatures on contracts and agreements without leaving TurboDMS — multiple signers, custom signing order, and a full audit trail per signature.

  • Multiple signers with signing order
  • Mobile signing and automatic notifications
  • Certificate of completion
Legally Binding Audit trail logged
Vendor Agreement
Signed
Signatures (2/2)
JK MP

OCR & semantic search

Find any document in seconds — even scanned PDFs and legacy files — with full-text OCR, AI-powered semantic search, and saved filters.

  • Full-text OCR across scanned documents
  • AI semantic search by meaning
  • Saved searches and advanced filters
Found in 0.3s Across 15 years of files
Global_Supplier_Agreement_2026.pdf
...effective supplier agreement dated 2026...
Vendor_Contract_Acme.pdf
...renewal terms for supplier...

Automatic version history

Every change is tracked automatically. View previous versions, compare changes, and restore any version with one click.

  • Unlimited version history
  • Version comparison and one-click restore
  • Version comments on every save
Version Restored v2 — 14 Mar 2026
Version History
v3 — Today
v2 — 14 Mar
v1 — 02 Jan
Q4_Report_v3.docx
Updated financials

In-app document editing

Create and collaborate on Word, Excel, and PowerPoint files directly in TurboDMS — with real-time collaboration, track changes, and comments.

  • Edit Office documents without external software
  • Real-time collaboration and track changes
  • Comments and annotations
Live Editing 3 collaborators active
Q4 Budget Proposal.docx

Retention, reminders & notifications

Automate document lifecycle with retention schedules, legal hold, and custom reminders so your team never misses a deadline.

  • Retention schedules, archiving, and deletion rules
  • Legal hold and retention reports
  • Custom and recurring reminders with email alerts
Reminder Sent Contract renewal due
Retention Policies
Financial Records 7 years
HR Employee Files Active
Contract_Renewal_Q2.pdf Due soon

Metadata, templates & relationships

Define custom metadata fields, spin up folder templates in one click, and link related documents with explicit relationships.

  • Custom metadata fields and templates
  • Reusable folder blueprints with permissions
  • Document links — references, supersedes, amendments
Auto-Tagged Metadata applied
Contract_Amendment.pdf
Client: Acme Corp
Metadata
Contract Legal Amendment

Audit trail, watermarking & virus scanning

Every action is logged with user identity and IP address. Protect documents with dynamic watermarks and automatic malware scanning on upload.

  • Comprehensive audit logs and exportable reports
  • Dynamic watermarks with user identity
  • Automatic virus scanning and quarantine
AES-256 Encrypted Scanned & secure
Audit Trail
Active
ActivityUserIP
View Documentadmin@dms10.0.4.112
Export PDFsarah.j@dms192.168.1.45
Enterprise Security

Full activity visibility

Secure sharing & document collection

Share documents internally and externally with granular permissions, or collect files from clients via a secure Document Portal — no account required on their side.

  • Secure links with expiration and password protection
  • Document Portal with checklist-based requests
  • Import over email with automatic metadata
Portal Active 3 of 5 docs received
Client Onboarding Portal
Checklist document request

Built for power users

Work faster with keyboard shortcuts, a global command palette, and automatic duplicate detection across your repository.

  • Command palette (Ctrl + K) for instant navigation
  • Keyboard shortcuts for all common actions
  • Content-based duplicate detection and reports
Ctrl + K Command palette
Create new folder
Find duplicates

API access & single sign-on

Connect TurboDMS to your existing systems with a full REST API, webhooks, and SSO through leading identity providers.

  • RESTful API with webhook support
  • SSO via Microsoft Entra ID, Okta, OneLogin, AD
  • User provisioning and group sync
SSO Connected Entra ID active
Identity Providers
ProviderSSOSyncAPI
Entra ID
Okta

Take control of your documents and workflows

Stop juggling tools and manual processes
bring everything into one powerful platform.