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★ Flagship product

Codexship DMS

The enterprise document management system that compliance teams trust and employees actually enjoy — metadata-driven control, AI document intelligence and native Microsoft 365 integration in one platform.

Records-compliant AI-powered Microsoft 365 native
Overview

One trusted system of record for every document

Codexship DMS replaces scattered file shares, inboxes and disconnected tools with a single, governed home for your organization's documents — structured by metadata, controlled by policy, and made instantly findable by AI.

AI-native
Intelligence on every document
M365
Native integration
Audit-ready
Immutable records & logs
SOC 2
Aligned security controls
Features

Everything an enterprise document platform should be

Document management

Centralized, permissioned libraries with check-in / check-out, previews and a clean, fast interface.

Metadata management

Configurable content types and metadata schemas that make every document structured and findable.

Version control

Full version history with major/minor versioning, comparison and one-click restore.

Approval workflows

Configurable review and approval routing with notifications, escalation and audit trails.

Enterprise search

Fast, faceted search across content and metadata — plus AI semantic search that understands intent.

Records management

Retention schedules, legal holds, disposition and immutable audit logs for compliance.

Microsoft 365 integration

Native experiences in SharePoint, Teams and Office, with single sign-on and Graph-powered sync.

AI document intelligence

Automatic classification, metadata extraction, summarization and Q&A grounded in your documents.

Granular permissions

Role- and attribute-based access control down to the document and field level.

Architecture

Cloud-native, secure and built to scale

Codexship DMS is a modern, API-first platform that deploys into your Microsoft 365 and cloud environment — with the performance, observability and reliability enterprises require.

  • API-first services on Node.js & TypeScript
  • React & Next.js front end with native M365 surfaces
  • PostgreSQL / Supabase data layer with full-text and vector search
  • Azure-ready deployment with CI/CD and monitoring
  • Event-driven processing for ingestion and AI pipelines
Architecture overview
CLIENT · React / Next.js · M365 surfaces
API LAYER · Node.js services · Graph API
DATA · PostgreSQL
AI · RAG & OCR
Security

Secure by design

Encryption everywhere

In transit and at rest, with managed keys.

Least-privilege access

RBAC/ABAC down to field level.

Immutable audit logs

Every action recorded for compliance.

Compliance alignment

SOC 2, HIPAA & GDPR-ready controls.

Workflow automation

Process built in

Configurable routing

Multi-stage review and approval.

Automated intake

Classify and route on arrival.

Notifications & SLAs

Escalation keeps work moving.

Power Automate ready

Extend into your wider estate.

AI capabilities

Intelligence on every doc

Auto-classification

Tag and file documents automatically.

Metadata extraction

OCR pulls key fields with confidence.

Ask your documents

RAG Q&A with cited sources.

Summaries

Instant overviews of long files.

Inside the product

A closer look

LIBRARY & METADATA
APPROVAL WORKFLOW
AI DOCUMENT Q&A
See it on your documents

Request a Codexship DMS demo

We'll walk through the platform with your use case in mind — records, AI, workflows and Microsoft 365 integration.