Documents with
business context.
Stop searching through scattered folders. Solutions Documents links your contracts, designs, and compliance files directly to the active business processes that need them.
Built natively on the ERPNext engine, our platform ensures every file is secure, audited, and instantly accessible to authorized team members right within their daily workflow.
Attachments pinned
to business records.
Files shouldn’t live in isolated folders. In Solutions Documents, every contract, scan, or photo is directly pinned to its corresponding business record—keeping everything in context.
- Automatic Permission Sharing No separate sharing setup needed. Anyone who has read access to a document (e.g. Sales Invoice or Customer) automatically inherits access to its attachments.
- Unified Operational Hub Keep contracts, product scans, delivery photos, or employee HR folders securely attached to their native operational screens.
Business Benefit: Eliminate communication gaps and audit risks. Ensure your team has immediate, secure access to backing documents and signed agreements without cross-referencing external storage systems.
Multiple ways to
upload & sync.
Upload locally, snap receipts on the go, or link directly from your existing cloud spaces. Feed your ERP workflow with critical business files from any storage system.
- On-Site Mobile Capture Snap delivery notes, expenses, or warehouse stock photos in real-time using your smartphone’s camera, attaching them straight to the active record.
- Frappe Drive & Native Google Drive Sync Use self-hosted Frappe Drive for a secure, license-free internal alternative to mainstream clouds. Already on Google Workspace? Leverage native Google Drive Integration to select and link files directly via Google Drive Picker without duplicating server storage.
Business Benefit: Unify your document control. Seamlessly bridge your physical operations, internal Frappe Drive repository, and legacy Google Drive folders, allowing your finance, sales, and warehouse teams to find necessary files in one click.
Bulk operations &
ZIP Archive Power.
Manage thousands of company files with a single action. Our centralized File Manager (Home → Tools → Files) provides seamless importing and exporting of full ZIP archives to save you hours of manual work.
- Instant ZIP Import Upload complex folder structures in one ZIP archive. The system automatically extracts, maps, and registers each individual file as a dedicated document record.
- One-Click ZIP Export Select records and bundle their attachments into a single, clean ZIP package. Perfect for sending bulk document sets to clients, auditors, or external backups.
Business Benefit: Simplify massive data migrations, annual financial archiving, and external audits. Create instantly downloadable packages containing all required invoices, contracts, or HR records without manual searching.
“Keeping files pinned to transactions is brilliant for audit trails, but what about your company-wide templates, shared folders, and collaborative workspaces? Our Drive module extends your document control into a fully-fledged, cloud-native file system.”
Explore Drive
Automated
Email Dropbox.
Never lose a critical client thread, contract, or design draft again. Solutions Documents natively supports Email Dropbox, converting incoming messages into instant timeline entries.
- Unique Record Email Addresses Every business record (Lead, Customer, Supplier, or HR Candidate) can have its own unique incoming email address. Forward any message, and the system handles the rest.
- Zero-Manual Attachment Mapping Incoming messages and their attachments are automatically pinned to the record’s timeline, serving as an instant, integrated DMS without costly third-party subscriptions.
Business Benefit: Eliminate manual data entry and save hours spent downloading and re-uploading file attachments. Keep a seamless, auditable communication history directly within your central workspace.
Role-based security &
strict data isolation.
Protect sensitive corporate intelligence. Establish granular, multi-level control policies that guarantee employees and external entities only see the files they are legally authorised to access.
- Role-Based Access Control (RBAC) Define clear, system-wide rules on who can view, edit, or delete specific DocTypes. Permissions for attached files are automatically inherited from their parent records.
- Contextual User Restrictions Limit access by Company, Customer, or Territory. Take advantage of advanced settings like Applicable For, Hide Descendants, and Strict Permissions to create airtight operational boundaries.
Business Benefit: Perfect for holding groups and multi-branch operations. Ensure independent offices, regional sales hubs, or separate group companies only view their designated data—keeping your business GDPR-compliant and internal audit-ready at all times.
One ecosystem for
your entire business.
Document management is just the foundation. SolutionsInc provides a fully integrated landscape where files, accounting, CRM, and projects operate in absolute synchronization.
