Plan a monthly renewal review.
Move from reacting to the next deadline to preparing for what is already on the horizon.
Hundreds of documents. Every validity tracked.
No longer a headache.
Know what expires, who must act, and whether the uploaded document matches its record.
Company, client, staff and client-contact documents in one connected structure.
DIGITZ Tracker · An ecosystem candidate
One platform. Many apps. Your business purpose.
Follow the journey from document intake to assigned renewals, team oversight and the client portal.
A guided product tour. Play when you’re ready.
Product tour · Optional English captionsOpen video ↗
Company records. People’s documents. Client commitments.
Expiry management and AI content evaluation lead the workflow. Connected holders, grouping, files and notifications support it.
Assign renewals, record follow-ups and make waiting reasons visible. Keep the next action connected to the document.
Explore the renewal workflow ↗ 02 / AI CONTENT EVALUATIONCompare the actual file’s type, holder, number and expiry date with the registered details. Review any mismatch.
See the AI comparison ↗When progress depends on someone else, record the waiting reason and date. Add notes and follow-ups, reassign the work when needed, and keep the renewal activity available for review.
DIGITZ Tracker’s AI reads the uploaded file and compares its content with the registered document details. Your team gets an outcome and a plain-language explanation.
Does the file match the kind of document registered?
Does the visible name correspond to the organisation or person?
Does the number in the file agree with the record?
Does the expiry date agree? Is the file readable enough to check?
AI assists the review; it does not certify authenticity or automatically correct your record. Requires enabled AI settings and an OpenAI connection.
Upload the actual scan, image or PDF. Files are private and available to authorised users. Missing-upload flags show where a required file still needs attention.
An upload-first workflow: AI identifies the document and prepares proposed tracking details for human approval.
Manage our-company documents, client-organisation documents, staff documents and client-contact documents. People remain linked to their organisation; their files and renewals remain linked to them.
Select a branch to explore the illustrative hierarchy.
A document can belong to a group in each dimension. Define dimensions around your workflow and assign managers and assignees per company.
Techxcel Technologies · sample record
Notify clients, document holders and your team about the document events that need their attention, using configured WhatsApp templates.
Choose notification events and channels per company. WhatsApp requires an active account, configured recipient numbers and approved message templates.
For services such as VAT returns, payroll and PRO work, create a task per billing period with prerequisites, checklists, assignees and payment status.
Explore how the Tracker approach fits the work your team is already responsible for.
Sample guides for document administrators and service teams. Open each topic for a short practical explanation.
Move from reacting to the next deadline to preparing for what is already on the horizon.
Why responsibility matters as much as the expiry date on the record.
The real value of connecting a document to its people and the service that keeps it current.
Start with a 7-day trial. Continue on the Business plan, or let us shape a plan around your volumes and workflow.
For a company tracking its own and its clients’ documents.
For larger volumes, more teams or a setup tailored to your business.
Everything in Business, plus:
It tracks documents for organisations and people, with expiry reminders, private files, assignment and renewal follow-up. Recurring client service tasks are available through an optional add-on.
Yes. The supplied application supports Organisation and Person holders. Staff and company contacts can hold documents, with shared designation records.
The AI reads supported PDF, image and text files and compares the visible type, holder name, document number and expiry date with the registered record. It reports matching details and issues for review. The check is advisory; it does not certify authenticity or change record values.
Yes. Define dimensions such as Department, Category or Client account, with groups in each dimension. Groups can come from the document, its type or its holder, and support managers and assignment priorities.
Yes. The source includes WhatsApp templates for document expiry, holder requirements, renewal confirmations, assignments and manager summaries. Events can be enabled per company. Sending requires the configured account and approved templates.
The application uses Frappe permissions behind its own web interface. Roles and document access should be configured around the responsibilities of your team.
Yes. You can try DIGITZ Tracker for 7 days. Select Start 7-Day Trial to sign up on digitzprime.com. After the trial, continue on the Business plan or ask us about custom pricing.
The Business plan is USD 380 per year. It covers up to 300 documents, one organisation, unlimited client organisations, AI document evaluation on upload, 10 tracking staff and 1 TB of file storage. For more documents, organisations or staff, or a tailored deployment, request custom pricing and share the volumes you expect to manage.
Start tracking your company’s documents with a 7-day trial. Need help choosing the right setup? Contact our team.
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