Documents
842 documents across 5 buckets · 2.4 GB used
Document
Bucket
Status
Uploader
Uploaded
invoice-acme-june-2026.pdf
AP Invoices · Uploaded by Troy · Jun 14 2026
PDF preview
Rendered via PDF.js in production
Page 1 of 3
Workflow execution
DMS Module Manager
Configure buckets, file rules, workflows, and permissions
New bucket
Configure file rules, workflows, permissions, and metadata
Identity▾
File rules▾
Only allow filenames matching this pattern. Leave blank to allow any name.
Magic byte validation
Verify file is genuinely a PDF — not just renamed
Allow password-protected PDFs
Block encrypted PDFs that cannot be processed
Security & access▾
Leave blank to allow all roles
10.0.0.0/8
203.0.113.0/24
Virus scan on upload
Scan every uploaded file before workflow triggers
Require MFA to download
Users must re-verify MFA before downloading
Watermark on view
Apply tenant watermark when document is viewed inline
Watermark on download
Apply tenant watermark to downloaded copy
Time-based access
Restrict uploads to business hours only
Enhanced audit logging
Log every view, download, and search for this bucket
Workflow triggers▾
Every bucket must have an on-upload workflow. Additional event workflows are optional.
Invoice approval workflow
Active v3
▾
Post to accounting workflow
Active v1
▾
None — select a workflow
▾
None — select a workflow
▾
None — select a workflow
▾
Allow manual workflow trigger
Users with Documents.Execute scope can manually trigger workflows on documents in this bucket
Metadata fields▾
Users must fill required fields before upload is accepted.
Field name
Type
Required