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XBuddy

Documents

Documents with permissions, versions and data-loss controls, attached to business records.

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Documents — product screenshot
Documents — product screenshot

Capabilities

12 capabilities in Documents

Folder and record permissions

View, edit, download and share rights set per level.

Versions and rollback

Compare versions, see who changed what and roll back.

Auto-filled templates

Contracts, quotes and forms filled from the source record.

Data-loss controls

Block downloads, limit external sharing and watermark per viewer.

Full-text search

Search inside file contents, filtered by the searcher’s rights.

Retention policy

Retention and automatic deletion by document type and entity.

Folder tree and permissions

Nested folders with view, download and edit rights assigned per role or per person.

Sensitivity levels

Public / internal / restricted / confidential labels per document; downgrading requires its own permission.

Required reading

Assign mandatory documents to a group and track who has acknowledged them.

Semantic search

Search by meaning rather than keyword, landing on the relevant passage inside the document.

Document expiry alerts

Tracks licences, certificates and time-bound documents, warning before they lapse.

Storage and access reporting

Volume by folder and by uploader, plus an access log for sensitive documents.

Assistants on this app

1 assistants work on this data

Documents Librarian

Organizes, auto-classifies, and monitors documents across the workspace — flagging expiring and stale files.

4 skills

AI Insight

  • Cash anomaliesReceipts and payments breaking the weekly and departmental pattern.
  • Receivable riskCustomers whose payment behaviour changes before they go overdue.
  • Budget varianceDepartments burning budget faster than the period elapsed.
  • Margin erosionProducts or customers whose margin drops unusually fast.
  • Stock anomaliesSlow movers, near-expiry lots and stock-out risk.
  • Pipeline stallDeals sitting in a stage longer than they normally do.

Inline AI

  • Summarise the recordSummarise the open contract, customer, project or ticket.
  • Draft contentWrite emails, descriptions, notices and notes inside the form.
  • Explain a figureClick a number to ask why it came out that way.
  • Fill the formPropose field values from an attached document.
  • Extract from documentsDrop a PDF or photo to create a structured record.
  • TranslateTranslate document content and threads between Vietnamese and English.
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