ServoDocs®

Enterprise Document Management System

Built for Scale | Trusted by Leading Enterprises

Document management software to centralize, secure, and instantly retrieve vital enterprise information —anywhere, anytime.

    Streamline Document Management with
    #1 Enterprise-Grade DMS Software

    ServoDocs® is an AI-powered, Enterprise-wide Document Management System (EDMS) that enables organizations to capture, classify/ index, store, search, and retrieve both unstructured & structured documents at scale to improve efficiency & productivity.

    Designed for high-volume transactional documents storage with requisite metadata, ServoDocs® DMS enables instant retrieval from long-term digital archives using AI-driven data extraction and indexing to transform documents into accessible, searchable information, enabling faster, informed business decision-making across the organization.

    Powered with role-based access, strong version control, and audit trails, ServoDocs ensures users always work with secure and compliant data. With open APIs, ServoDocs® seamlessly integrates with core business applications such as CBS/LMS, ERP, CRM, and insurance platforms, enabling connected, end-to-end digital processes across the enterprise.

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    Trusted By Industry Leaders
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    ServoDocs
    Enterprise Document Management System
    and Its First-Hand Impact
    10+
    BFSI customers trust ServoDocs
    80 %
    less Turnaround time (TAT) with ServoDocs implementation.
    78 %
    Faster document retrieval/search, saving 500+ hours every week.
    75 %
    Reduced operational cost with cloud compatibility.
    Features of ServoDocs Document Management System
    Automated Record Indexing

    Automated Record Indexing

    Transform unstructured inputs into organized searchable data points with automated indexing of records done via Barcode, QR, MICR (Magnetic Ink Character Recognition), and CSV uploads.

    Role-Based Access Control

    Role-Based Access Control

    Granular access controls via user and admin levels, LDAP/Active directory integration, Single Sign-on (SSO) and rights-based permissions tied to metadata for precise governance.

    Fast Searching and Reporting

    Fast Searching and Reporting

    With ServoDocs document management system, search on File, Folder and Meta levels. Get reports with inherent features such as Audit-Trail, Restricted Edit/View, Right-based Access, MIS, etc.

    Parallel Read/Write

    Parallel Read/Write

    ServoDocs EDMS Software is optimized for high-volume environments with parallel data processing that supports multiple concurrent users and faster system performance.

    Audit Trails & Compliance

    Audit Trails & Compliance

    Tracks complete history of document access, version changes, and user activity, supporting regulatory compliance, secure audit readiness, and operational transparency.

    Security & Encryption

    Security & Encryption

    ServoDocs document management system offers strong data protection with end-to-end encryption, secure transfer protocols, access- based document rights, and compliance-ready architecture.

    Microservices Architecture

    Microservices Architecture

    Built on a microservices architecture with Docker/Kubernetes, allowing for auto health checks, easy elastic scaling, and rapid, lightning-fast deployment.

    Multi-Storage Support

    Multi-Storage Support

    Deployable across on-premise, cloud, object storage (including Amazon S3, Azure), and hybrid environments, providing scalable and cost-efficient storage options tailored for enterprise needs.

    Integration Friendly

    Integration Friendly

    Integrate ServoDocs EDMS software effortlessly with core systems such as LMS, CBS, CRM, ERP, and insurance platforms through readily available APIs.

    One of Asia’s Largest NBFC reduced operational costs by 75% with ServoDocs EDMS. Now seamlessly handling 160 TB of cummulative data across 10+ LOBs.
    Powerful AI Features Built into ServoDocs
    Intelligent Doc Classification

    Intelligent Doc Classification

    Auto identifies and categorizes documents using AI-driven content understanding where no filenames or manual tagging is required.

    Chat-based Intelligent Search

    Chat-based Intelligent Search

    Our NLP-based Search allows users to find documents or folders via a chat interface, making complex data retrieval as simple as conversation.

    Semantic Document Comparation

    Semantic Document Comparation

    Detects changes, inconsistencies, and mismatches across agreements, contracts, and other submitted documents through both semantic and word-level comparison.

    Instant Summarization

    Instant Summarization

    Creates concise, decision-ready summaries from lengthy legal, regulatory, and other documents in your repository.

    Multi-lingual Translation

    Multi-lingual Translation

    Accurately translates documents across languages while preserving intent, structure, and compliance context.

    ServoDocs Enterprise Document Management System – Workflow

    ServoDocs document management system utilizes APIs, specific protocols, search parameters, and metadata to automate document management, ensuring efficient processing from ingestion to access. This streamlined workflow facilitates precise indexing and instant retrieval of archived documents.

    DMS Archivel Workflow

    Why Choose ServoDocs
    Document Management Software?

    ServoDocs EDMS software is designed to optimize efficiency and compliance across your enterprise. With us as your partner, expect a seamless shift to automated workflows, instant document retrieval, and robust compliance support, ensuring peace of mind and faster turnaround times.

    Proven Track Record

    Leading Banks, NBFCs rely on ServoDocs for end-to-end enterprise document management.

    Faster Turnaround Time

    Automated workflows, instant document retrieval, and smart search features of ServoDocs have enabled our customers significantly reduce TAT.

    Seamless System Integration

    ServoDocs’ API-ready architecture integrates smoothly with core enterprise systems, enabling real-time data sync and secure, unified document operations.

    Platform Flexibility

    ServoDocs’ flexible deployment choices allow you to select the best fit for your control, cost, and scalability needs.

    Product Updates

    Periodic product updates in ServoDocs enable our customers to utilize latest versions and features.

    Compliance Support

    ServoDocs’ compliance support service enable its users to fulfil regulatory compliances from time to time.

    Forget Document Management Chaos!

    Embrace ServoDocs EDMS for Effortless, Secure, and Intelligent Document Management

    FAQ’s

    Enterprise Document Management System

    What is a document management system?

    A document management system (DMS) is a software used for voluminous archival, indexing, retrieval, and versioning with extensive integration capabilities using APIs. With an advanced DMS software, organizations can scan and import files, categorize them using metadata, share data using controlled access, maintain detailed logs of document activities, and more, meeting regulatory compliance requirements.

    A DMS captures documents through uploads, scans, or integrations, indexes them using metadata, and stores them securely. EDMS software enables users to search, access, edit, and track documents while enforcing permissions, version control, and workflows across the enterprise.

    A good document management system should include document indexing, full-text search, version control, access management, audit trails, workflow automation, integrations, and secure storage. Enterprise-grade EDMS software should also support scalability, compliance, and flexible deployment models.

    ServoDocs document management software is a feature-packed tool with user-friendly and next-gen capabilities such as:

    • User friendly UI for easy search, retrieval, archival, and versioning of documents
    • Includes web admin console with features for user and access control.
    • Maintains audit trail for easy compliance for user and admin types
    • LDAP/Active directory integration to centralize user authentication, manage permissions, and provide single sign-on (SSO) across multiple applications and services.
    • Auto indexing of records via Barcode, QR, MICR, and CSVs.
    • Provides annotation tools for highlighting and stamp masking)
    • Cloud / On-premise deployment including Azure, S3, SAN, NAS
    • Admin dashboard for user and rights management
    • Built on microservices architecture with Docker/Kubernetes allowing auto health checks, easy scaling, and lightning fast deployment.
    • Document purging and retention features for seamless document retention and removal.

    ServoDocs EDMS is a robust, high performance and enterprise-grade document management system suitable for organizations with voluminous documentation and strict regulatory needs such as Banking, Finance, and Insurance Industries.

    Here’s what makes it a go-to solution for India’s leading enterprises:

    1. Microservices Architecture: ServoDocs is built on a Microservices architecture (using Docker/Kubernetes allowing lightning fast deployment, auto health checks, and easy scaling. Since this design allows for parallel read-write ops, teams can efficiently handle high volume of requests, something they can’t do efficiently with traditional systems.
    2. Flexible deployment options: ServoDocs offers versatile cloud (Azure, S3), on-on-premise, SAN, and NAS deployment options
    3. Automated Record Indexing: While traditional tools offer metadata indexing, ServoDocs goes beyond offering auto-record indexing via Barcode, MICR, QR, and CSVs.
    4. Strong Integration capability: ServoDocs provides readily available APIs allowing seamless interaction with a wide range of third-party apps such as ERP, CRM, Core banking systems, and Lending management systems (LMS).

    ServoDocs document management solution is built keeping in mind the voluminous data needs and strict regulatory requirements of banks and financial institutions. Several leading banks and NBFCs rely on ServoDocs and have achieved the following results:

    1. Reduced TAT: ServoDocs allows for automated routing of loan applications, reducing TAT and human error.
    2. Reduced Risk: ServoDocs offers integration with credit bureaus, allowing auto pre-screening and verification.
    3. Zero Authorized Access: Our partners leverage security features like AES256 storage encryption, role-based access control, multi-factor authentication, securing their ecosystem.

    Automated audit trails, seamless integration with DigiLocker, and Adhar masking are some capabilities that continue to benefit our partners in day-to-day work increasing their overall efficiency and productivity.

    To integrate ServoDocs document management solution with core banking systems, we provide ready-made APIs. This allows a seamless two-way data flow enabling ServoDocs to retrieve info from CBS and in turn archive documents and update records with in the CBS based on events executed in our DMS.

    ServoDocs EDMS software is designed for flexibility, allowing various storage types within a single setup. For instance, ServoDocs uses cloud object storage services such as S3 and Azure as well as supports access to local servers via Storage Area Networks, and Network Attached Storage (NAS).

    This multi-storage support and flexible deployment model allow organizations to choose the environment that best fits their security policies, existing infrastructure, and compliance requirements. 

    ServoDocs document management system ensures compliance with banking regulations through its advanced security features like encryption, audit trails, automated indexing, workflow automation, and monitoring indicators like customer behaviour and regulatory changes.

    The encryption feature for instance allow Banks to protect sensitive data from unauthorized access or breaches, enabling Banks to meet the data security requirements of regulatory bodies like RBI.

    The typical implementation timeline for a Document Management System (DMS) can vary widely, from a few weeks for a basic setup to several months for a complex enterprise-wide deployment, especially within regulated industries like banking and NBFCs.

    Gen AI auto Aadhaar Masking by Servosys ensures data privacy and RBI regulatory compliance by automatically detecting Aadhaar chards (in any format) and asking first 8 digits of the Aadhaar number. This eliminates manual masking errors and enhances security in document processing and PII data protection of Bank’s/NBFC’s customers.

    Here’re the series of steps for Aadhaar auto-masking:

    • Ingestion:Documents are uploaded to ServoDocs document management system.
    • Detection:AI/OCR feature automatically identifies the 12-digit Aadhaar number.
    • Masking:The system automatically replaces the first eight digits with “XXXX-XXXX”, leaving only the last four visible.

    Storage: The masked document is securely stored, ensuring compliance with UIDAI regulations and data privacy laws.