Eliminate friction and unlock performance
The leading context-first document management system, built for the era of AI and native to Microsoft 365.
ContextAutomationTrusted AI— all supporting truly connected work.
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Context changes everything about how work gets done
At the heart of DFManage is a metadata-driven information architecture. Instead of burying documents in folders, DFManage describes what each thing is and how it connects — building an Enterprise Knowledge Graph that Aino, our trusted AI, uses to understand and act on your content.
Metadata-driven architecture
Information is organized by what it is and how it relates — not by where it happens to sit in a folder tree.
Enterprise Knowledge Graph
Documents, data and people are connected through living business context that stays accurate as work evolves.
Aino — trusted AI
A permission-aware AI layer that understands your content and turns it into answers, actions and automation.
Built to make information work for you
Four principles that make DFManage feel effortless from day one.
Put Your Documents to Work
Rich metadata makes every document findable, governed and ready to power decisions and AI.
Automate Document-Heavy Work
Route reviews, approvals and renewals automatically with workflows tied to business context.
Meet Teams Where They Work
Native in Microsoft 365, Teams and Outlook — no new place to learn, no swivel-chair friction.
Shape to Your Business
Configure classes, properties and permissions to match how your organization actually operates.
Transform how work gets done
One platform for the full lifecycle of your most important documents and knowledge.
Manage Documents in Context
Find and reuse the right version instantly with metadata, relationships and dynamic views.
Learn moreCapture and Reuse Knowledge
Turn scattered files into a connected knowledge base your teams and AI can rely on.
Learn moreAutomate Document-Driven Work
Model approvals, renewals and hand-offs as workflows that trigger on the right conditions.
Learn moreGovern Information Across Its Lifecycle
Apply permissions, retention and audit trails automatically from creation to disposition.
Learn moreDeliver Projects and Client Work
Give every engagement a single, structured source of truth for documents and communications.
Learn moreEnable AI-Ready Work
Ground generative AI and Copilot in governed, permission-aware content you can trust.
Learn moreReplace folders with meaning
The Enterprise Knowledge Graph connects documents, data and people through business context. Rigid folder hierarchies give way to metadata and living relationships, so the same document naturally appears wherever it belongs.
No more folder guesswork
Find information by what it relates to, not where someone filed it.
Context-based dynamic views
Views assemble the right content on demand — no duplication.
Living relationships
Connections stay accurate automatically as your business changes.
AI you can actually trust with your business
Aino is built on the Enterprise Knowledge Graph, so intelligence is grounded in governed, permission-aware content — not guesswork.
Permission-aware by design
Aino only ever surfaces what each person is allowed to see — governance is never an afterthought.
Agentic metadata automation
AI reads, classifies and tags content, then proposes the next action so work moves itself forward.
AI-ready content everywhere
Structured, contextual content makes every AI answer more accurate — inside DFManage and Copilot alike.
DFManage works natively inside Microsoft 365, not alongside it
Your teams keep using the tools they already know while gaining context, governance and AI — with none of the swivel-chair friction of a separate system.
True co-authoring
Edit Word, Excel and PowerPoint together in real time, with versions and metadata kept intact.
Grounds Copilot in governed content
Give Microsoft Copilot a trusted, permission-aware source so its answers are accurate and safe.
Extends Microsoft Purview
Carry classification and protection across your content lifecycle, not just inside Microsoft apps.
Answers to common questions
DFManage is a context-first document management and knowledge work platform. Instead of folders, it organizes information with metadata and relationships, then layers workflow automation and trusted AI on top — all native to Microsoft 365.
Every object is described by what it is (its class) and how it relates to other things — customers, projects, people and cases. Dynamic views assemble the right documents on demand, so the same file can appear anywhere it belongs without duplication.
Permissions, retention and audit trails are driven by metadata and applied automatically across the information lifecycle. Access follows business context, so the right people see the right content — and compliance is continuous rather than manual.
Aino, our trusted AI layer, classifies and tags content, suggests metadata, answers questions and drives agentic automation. Because it is permission-aware and grounded in governed content, its output stays accurate and secure.
Base, Business and Enterprise editions scale from core document management to advanced automation, AI and governance. Most teams start with Business; our team can help you map capabilities to your requirements on a quick call.
DFManage works natively inside Microsoft 365 — Word, Excel, PowerPoint, Outlook, Teams and SharePoint — with true co-authoring, Copilot grounding and Microsoft Purview support, so your teams never leave the tools they already use.
Connect Salesforce, SAP, Google Workspace, Adobe Acrobat Sign, network folders, e-signature providers and more, so documents and metadata flow across the systems your business already runs on.
See DFManage in Action
Discover how context-first document management eliminates friction and puts your knowledge to work.