Document & Records
File documents, build templates, route e-signatures and manage retention.
Document & Records: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.
Document & Records: what it does
A document and records assistant that files and organizes documents, prepares standard templates, routes items for e-signature, and applies records-retention rules — using your filing structure and policies.
Tasks it can carry out
- Create a page
- Add a note
- Create a spreadsheet
Example questions
- File this signed contract in the right folder
- Prepare an NDA from our standard template
- Send the SOW to the client for e-signature
You set it up afterwards; everything can be changed.
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