DFManage
The DFManage Platform

One platform for context, automation and trusted AI

DFManage unifies document management, workflow automation and permission-aware AI on a metadata-driven foundation — native to Microsoft 365.

Platform Capabilities

Everything you need, working as one

Six deeply integrated capabilities on a single context-first core.

Artificial Intelligence

Aino classifies content, suggests metadata and answers questions — grounded in governed context.

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Document Management

Manage every version, relationship and permission from a single, context-rich source of truth.

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Document Automation

Generate, assemble and route documents automatically from templates and structured data.

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Workflow Automation

Model approvals, reviews and renewals as workflows that trigger on business conditions.

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Content Collaboration

Co-author, share externally with Hubshare and keep everyone on the same governed version.

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Security & Compliance

Automate permissions, retention and audit across the full information lifecycle.

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Document
Customer
Project
People
Task
Email
Report
The Context Core

A metadata foundation that makes AI trustworthy

The Enterprise Knowledge Graph connects documents, data and people through business context. That structure is what lets Aino deliver accurate, permission-aware intelligence — and what makes automation reliable at scale.

Metadata over folders
Permission-aware AI
Living relationships
Reliable automation
Integrations

Connected to the systems you already run

DFManage fits into your stack so documents and metadata flow where they are needed.

Microsoft 365SalesforceSAPGoogle WorkspaceAdobe Acrobat SignNetwork FoldersDocuSignTeams

See the platform in action

Book a personalized walkthrough or start your free trial today.

G24.4
TechRadar4.5
Capterra4.4