Enterprise Document Management Built for Contract Lifecycle
LCB DMS is a secure, cloud-based document management system designed specifically for organizations managing high volumes of contracts, agreements, and legal documents. With folder-based organization, role-based access control, advanced search, and complete version history, LCB DMS ensures your documents are always organized, accessible, and audit-ready.
Core Capabilities
- Case/Folder Management:Organize documents into case folders with hierarchical structure. Create folders for each client, project, or transaction. Add customers, signers, and team members to specific folders with defined roles.
- Customer Portal:Manage all your clients and counterparts in a centralized customer directory. Add customer details, associate them with folders, and track all documents linked to each customer.
- Role-Based Access Control:Define who can view, edit, share, or sign documents with granular role-based permissions. Roles include Main Customer, Customer, Drafter, Client Signer, and Client Approver — each with specific access levels.
- Document Sharing:Share documents with internal teams or external parties through secure sharing links with custom messages. Track who has accessed shared documents and when.
- Advanced Search & Filtering:Find any document instantly with full-text search, metadata filtering, status-based filtering, and date range queries. Sort by name, modification date, size, or status.
- Document Status Lifecycle:Track every document through its lifecycle — Draft, Shared, Received, Incomplete, Complete, Verification. Know exactly where every document stands at a glance.
- Version Control:Automatic version tracking for every document modification. View version history, compare changes, and restore previous versions — ensuring no work is ever lost.
- Bulk Operations:Download, share, or process multiple documents simultaneously. Essential for organizations handling high-volume contract operations.
- Secure Cloud Storage:All documents are stored in an encrypted cloud repository. Access from any device, any location. No physical storage costs, no risk of document loss or damage.
Document Types Supported
- Standard Documents:PDFs, Word documents, and other standard file formats uploaded and managed within the system.
- ESign Envelopes:Documents sent for digital signature via LCB eSign or DocuSign, with full envelope tracking.
- Editor Documents:Documents created and edited within LCB's built-in document editor with merge fields and templates.
- Merge Documents:Editor-generated documents with auto-populated merge fields from customer and case data.
- Aadhaar Verification Documents:KYC verification documents linked to Aadhaar authentication records.
Audit Trail & Compliance
Every document action — upload, view, edit, share, sign, download — is logged with timestamps, user identity, and action details. This complete audit trail ensures compliance with RBI, IRDAI, NABH, CAG, and other regulatory audit requirements. Retrieve any document or its activity history instantly during inspections.
LCB DMS transforms how organizations store, organize, and access their contracts and legal documents. With role-based security, instant search, and complete audit trails, your documents are always organized, protected, and ready for any audit.
Contact us today for a free demo and see how LCB DMS can centralize your document management.