Document Imaging and Information Management

Document Management

Available from FaceUp

Document Management

Product Overview

Document Management

Every Compliance Document in One Secure Place

Policies, guidelines, case notes: most of it sits on a shared drive, because your compliance team has nowhere to keep it. Documents gives it one place inside FaceUp, with the folders, document types, and languages you set yourself.

We centralize your compliance documents—policies, guidelines, and case notes—inside FaceUp so your team can access the right file, in the right language, one click from the case. Our Documents module gives you structured storage with nested folders that mirror your branches, regions, and departments, and every file is tagged by document type and language for fast, consistent retrieval. Because documents live inside FaceUp and outside your internal IT, you keep sensitive materials off shared drives and away from servers your IT admins can reach. It’s live in your account with no setup—open Documents from your navigation, build folders, upload policies, and give managers and new joiners one place to find what they need. We support your global program with 8,000+ integrations and enterprise-grade security: ISO 27001, GDPR, SOC 2–certified servers, local data storage, end-to-end encryption, and penetration testing.

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