How APDocs powers controlled document workflows

Team reviewing a workflow dashboard with completed checks
01

You're not looking for another SaaS tool

You already know that low-code platforms and AI agents give you more flexibility than another generic, one-size-fits-all SaaS subscription. They adapt to how you operate — without adding yet another per-user subscription or forcing you into rigid workflows.

What’s missing is a trusted system of record.

You need a controlled document backbone that gives stakeholders across your organisation reliable, real-time access to the right version of the right file — every time.

That’s where APDocs fits. It files the documents from your Caspio or Smartsheet workflows into controlled, audit-ready storage, and links every version back to the record it belongs to.

Workflow connected to controlled document storage
02

Connect your workflows to controlled storage

APDocs integrates directly with your existing data source — whether that’s Caspio or Smartsheet.

You map your source columns once. APDocs then adds predefined control fields to your table or sheet — including a simple workflow trigger column (yes/no).

Your workflow updates that column at the correct stage.

No disruption. No rebuild. Just structured control layered onto the system you already use.

Documents filed automatically into a controlled system
03

Automated filing. Zero manual handling.

APDocs monitors your workflow trigger in real time.

When a record reaches the correct stage:

  • Documents are securely pulled from attachments or file fields
  • Files are stored in resilient, secure cloud storage
  • A controlled link is written back to your source record
  • A secure viewer URL provides full revision visibility from within your existing system

Your team never leaves their platform — but your documents now live inside a governed, auditable environment.

Governed, resilient document control working behind the scenes
04

Built-in compliance, governance and resilience

Every document revision is preserved.

  • Full audit trail of every change
  • Immutable version control
  • Object lock protection to prevent ransomware tampering
  • Separate, isolated backup for disaster recovery

This means:

  • No overwritten files
  • No uncontrolled edits
  • No missing audit trails
  • No panic during compliance reviews

You keep the flexibility of low-code workflows — with the assurance of enterprise-grade document control.

See APDocs in practice

See how a client uses it, or check what it would cost for your volumes.

Smartsheet + APDocs

Heliarc Technology

Printed, posted certificates replaced with secure electronic certification and automatic expiry tracking for nearly 1,000 customers.

Read the case study
Pricing

Usage-based plans

APDocs is priced on usage, so you pay for the documents you control rather than for every user who needs to see them.

See APDocs pricing

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