ZenDocs Pro by ZenDocs Technologies Pty Ltd

ZenDocs Pro Document Management Software

A professional platform for teams that need document control, workflow automation, case management, reminders, OCR and content search, real-time collaboration, records governance, forms, signatures, audit trails, and controlled access in one governed workspace.

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Solutions

Document management software built around real business workflows.

Explore the core ZenDocs Pro capabilities that help teams organise documents, automate approvals, manage cases, search scanned content, track reminders, and keep every action audit ready.

01

Document Management Software

Store, classify, version, retrieve, and protect business documents with controlled metadata and role-based access.

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02

Workflow Automation

Move reviews and approvals out of inboxes with task routing, workflow templates, notifications, and status tracking.

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03

OCR Document Search

Find documents by metadata, form values, document keys, business context, and searchable scanned content.

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04

Collaboration & Chat

Keep document, workflow, department, and group conversations inside the governed ZenDocs workspace.

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05

Case Management

Bring documents, workflows, tasks, forms, reminders, notes, timelines, and chats into one controlled case container.

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06

Records & Retention

Control business records with governance, retention visibility, audit history, secure access, and recoverable document actions.

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07

Reminders & SLA Tracking

Track assigned work, due dates, overdue cases, overdue tasks, workflow movement, and management visibility.

View reminders and SLA
Documents Versioned, searchable, auditable
Workflows Tasks, approvals, routing
Forms Internal and public submissions
Cases Tasks, notes, timelines, SLAs
Document Control Automated Workflows Team Collaboration Case Management Reminders & SLA OCR Search Records Management Office Editing Digital Signing Audit Readiness
Platform

Everything your document process needs after upload.

ZenDocs Pro gives your business a structured operating layer for documents, cases, tasks, forms, revisions, approvals, signatures, reminders, records, and compliance visibility.

01

Document Management

Store, classify, index, retrieve, preview, and control documents across departments with clear metadata and role-based access.

02

Versioning & Revisions

Keep document history intact with supersede, check-in, check-out, document versions, revisions, and controlled recovery.

03

Custom Indexing

Capture business metadata through templates and custom fields so documents appear in searchable, sortable grids.

04

Forms & Generated PDFs

Create form templates, accept internal or external submissions, generate viewable PDFs, and index submitted values automatically.

05

Case Management

Group related documents, tasks, notes, workflows, reminders, forms, timelines, notifications, and chats into a single operational case file.

06

Reminders & SLA Visibility

Track overdue items, assigned work, status history, reminders, case dashboards, and management views for operational follow-up.

07

Records Management

Support retention-aware document operations with audit trails, controlled recovery, access history, and governance for business records.

08

Signatures & Initials

Place signatures, initials, dates, annotations, and notes directly in the document viewer with a familiar review experience.

09

Document Audit Trail

Track document actions, updates, task movement, shares, generated files, and user activity for audit confidence.

10

Real-Time Collaboration

Use secure chat, mentions, group conversations, and contextual document or workflow discussions without leaving ZenDocs Pro.

11

Flexible Storage

Store documents in SQL database storage or existing shared-folder infrastructure while keeping the same document grid experience.

12

Office Editing

Open and edit Word, Excel, and PowerPoint documents in their native Office formats through ONLYOFFICE Document Server integration.

Workflow Automation

Move work from inboxes into governed task queues.

ZenDocs Pro connects documents to tasks and workflow steps so each team member knows what must be reviewed, approved, completed, or escalated.

Task ownership Assign work, track progress, cancel with reasons, complete with notifications, and keep the document attached.
Template-led uploads Use document templates in task attachments so grids show indexed data the same way as the main document list.
Notifications Send in-app and email notifications for assignment, reassignment, overdue work, sharing, cancellation, and completion.
Case-linked work Start workflows from a case, show workflow progress in the case file, and keep task movement visible in the case timeline.
Capture Upload & index
Route Assign task
Review Annotate & sign
Archive Audit ready
Case Management

Bring the full story into one secure case container.

ZenDocs Pro case management connects documents, tasks, workflows, forms, chats, notes, reminders, notifications, timelines, and security into one operational workspace for a customer issue, claim, investigation, request, supplier process, or internal matter.

Case file structure Attach new or existing documents, link workflows and tasks, add notes, import forms, keep case chats, and see activity in one place.
SLA, reminders, and reporting Track due dates, overdue cases, assigned-to-me work, status history, department views, average resolution time, and escalation visibility.
Case-level security Restrict, confidentially protect, seal, or lock a case so case permission is checked before users can view documents, tasks, notes, workflows, or chats inside it.
Create Open case folder
Connect Documents, tasks, forms
Operate Reminders, notes, workflows
Resolve Timeline and audit trail
Collaboration

Keep business conversations attached to the work.

ZenDocs Pro gives teams secure real-time messaging inside the EDMS, so users can discuss documents, workflows, departments, and group work without moving decisions into unmanaged channels.

Document-aware chat Discuss a file from the document grid and keep the conversation tied to that document context.
Workflow-aware chat Review, approve, mention, and coordinate around the workflow item people are already working on.
Department and group messaging Create direct or group conversations across the organisation while retaining department context and audit visibility.
Workflow Chat Procurement Approval
Nqobile @Finance please confirm the invoice before final approval.
Approver Reviewed. The signed copy is attached to the workflow.
Mentions Real-time Context-aware
Content Intelligence

Find the right file by metadata, content, or business context.

Search beyond file names with indexed fields, OCR, content extraction, document keys, templates, folder structures, and department-level access rules.

OCR for scanned documents Make scanned information easier to search and process.
Advanced content search Surface documents by captured metadata, form values, and document content.
SQL or shared-folder storage Use database-backed document storage or file-share storage without changing the user workflow.
Dynamic folders Build nested folder views from indexed document values.
Office editing Edit Word, Excel, and PowerPoint files in their native formats through ONLYOFFICE integration.
Governance

Built for controlled access, sharing, and compliance visibility.

ZenDocs Pro helps administrators manage departments, users, security roles, module licensing, license sessions, public form access, shared links, case security, records, and document recovery without losing control of sensitive files.

Security Roles Permission-led access for viewing, uploading, sharing, restoring, deleting, configuring, and administering.
Controlled Sharing Share by email attachment, secure link, or department access with expiry and revocation.
License Awareness Support named, read-only, concurrent use, and module-based licensing for capabilities such as Case Management, Chat, Content Search, and Records.
Case Security Apply public, restricted, confidential, sealed, or locked access controls before anything inside the case can be opened.
Audit Trail Keep a traceable record of document changes, user actions, workflow activity, case access, shares, records, reminders, and form submissions.
Document Coverage

Support for the files teams already use.

PDF Word Excel PowerPoint Text Images Scanned Docs Email Files Case Files Records Office Editing Database Storage
FAQ

Questions teams ask before choosing ZenDocs Pro.

What is ZenDocs Pro?

ZenDocs Pro is document management software from ZenDocs Technologies Pty Ltd for storing, indexing, searching, routing, signing, and auditing business documents.

Does ZenDocs Pro support workflow automation?

Yes. ZenDocs Pro supports task ownership, workflow templates, approvals, notifications, document attachments, and audit-ready status tracking.

Does ZenDocs Pro include team collaboration?

Yes. ZenDocs Pro includes contextual collaboration features such as real-time chat, mentions, group conversations, document chat, workflow chat, and department-aware messaging.

Does ZenDocs Pro include case management?

Yes. ZenDocs Pro can organise related documents, workflows, tasks, forms, reminders, notes, timelines, and chats inside secure case containers.

Can ZenDocs Pro help teams manage overdue work?

Yes. ZenDocs Pro supports reminders, notifications, due dates, overdue visibility, SLA reporting, assigned-to-me views, and dashboard summaries for management.

Can ZenDocs Pro store documents in SQL?

Yes. ZenDocs Pro can support database-backed document storage while still allowing existing file-share documents to be viewed and managed.

Can ZenDocs Pro search scanned documents?

ZenDocs Pro supports OCR-driven content search so teams can find documents by captured metadata, business context, and searchable scanned content.

Resellers

Partner with ZenDocs Technologies.

We are taking reseller enquiries from partners who want to bring ZenDocs Pro document management, workflow automation, case management, records governance, OCR search, forms, and secure collaboration to their customers.

Customer-ready platform ZenDocs Pro covers document capture, indexing, workflow routing, case files, signatures, audit trails, and controlled access.
Operational sales story Position ZenDocs Pro for teams that still rely on email, shared folders, paper forms, or disconnected approval tracking.
Partner follow-up Reseller enquiries are routed to the ZenDocs team so we can discuss fit, market focus, and next steps.
Request a Demo

See how ZenDocs Pro can fit your document operations.

Tell us what you are trying to improve. We can walk through document capture, case management, workflow routing, reminders, SLA dashboards, chat collaboration, forms, OCR search, Office editing, records governance, signing, audit controls, sharing, and user licensing.

Phone Available on request
Cell +27 64 885 6246
Location 2 Angus Road, Bedfordview, 2007