Document & Contract Control for ERPNext
Create a governed register for title deeds, mandates, agreements, identity documents, and other transaction evidence. The app builds on native ERPNext File and Contract records, adding classification, lifecycle controls, and transaction checklists.
Document governance
- Preconfigured property and transaction document categories
- Version history with upload and download tracking
- Expiry and renewal dates with reminders
- Category-level and role-level access restrictions
- Verification, approval, rejection reasons, and complete action history
- Mandatory document checklists that can gate transaction completion
- Contract types, amendments, notice periods, renewals, and termination notices
Recommended process
- Choose the correct document category and link the relevant party or transaction.
- Upload the file, set its effective and expiry dates, and restrict access where required.
- Submit it for verification and approval.
- Replace an obsolete file with a new version instead of deleting history.
- Resolve checklist gaps before the related transaction reaches its completion gate.
- Review expiry and renewal queues on a scheduled basis.
Sensitive records
Grant access through roles and document categories. Avoid sharing private document URLs outside the controlled portal.
Electronic signatures require a separately configured signing integration.