Document Management Software That Links Every File to Its Transaction
Saniiro Document Management stores invoices, purchase bills, contracts and GST records securely in the cloud for Indian small and mid-sized businesses. Every document attaches to the related invoice, purchase, customer or record in Saniiro, so your team can retrieve files quickly and stay ready for audits.
5000+
Businesses served
Why Businesses Need Document Management Software
Every business creates a steady stream of documents: GST invoices, purchase bills, e-way bills, contracts, customer KYC and compliance proofs. When these live in paper files, email inboxes and personal drives, you face:
- Invoices, bills and contracts misplaced across folders, email and paper files.
- The same document saved in several places, with no single current version.
- Sensitive customer and GST records open to anyone with access to a shared drive.
- Hours lost hunting for supporting documents during GST filing and audits.
Key Features of Saniiro Document Management
Central Cloud Storage
Upload, categorise and store invoices, purchase bills, statutory files, customer KYC and production records in one cloud-based library.
Role-Based Permissions
Decide who can view, edit or approve each type of document, so staff see only the files their role needs.
Audit Trail
Every upload, edit and approval is logged with the user and time, so you can show auditors who changed what.
Transaction Tagging
Tag documents with the invoice number, GSTIN or order ID they belong to, so each file stays attached to its record.
Search and Filters
Find files by date, party, document type or transaction instead of opening folder after folder.
Linked to Saniiro Records
Attach documents to invoices, purchases, accounting entries, CRM leads and production jobs in Saniiro.
GST and E-Way Bill Records
Keep GST returns, e-way bills, PAN and other statutory documents together with the transactions they support.
Benefits of Saniiro Document Management
Less Paperwork
Reduce manual filing, photocopying and physical storage by keeping documents in the cloud.
Faster Retrieval
Open the bill or contract behind any transaction directly from its record in Saniiro.
Audit-Ready Records
Keep GST and statutory documents organised and linked to their source entries for audits.
Secure Cloud Storage
Role-based permissions, encrypted connections and automatic backups protect sensitive files.
Shared Team Access
Sales, accounts and operations teams work from the same documents on web, Android and iOS.
Room to Grow
Add branches, users and documents as your business grows, without buying file cabinets or servers.
How Document Management Connects to the Rest of Saniiro
Saniiro is one connected platform, so sales, purchases, stock, accounts and GST share one database. Documents you upload attach directly to records in Saniiro Billing, Saniiro Accounting, purchase order management and Saniiro CRM, so each file sits next to the transaction it supports instead of in a separate filing system.
Frequently Asked Questions
If you don't see an answer to your question, send us a message and the Saniiro team will help.
Saniiro Document Management is cloud-based document management software for Indian small and mid-sized businesses. It stores invoices, purchase bills, contracts, KYC and GST documents securely and attaches each file to the related invoice, purchase, customer or record in Saniiro, so your team can find any document quickly and stay ready for audits.
Saniiro Document Management stores sales invoices, delivery challans, purchase bills, vouchers, contracts, quotations, customer KYC, GST returns, e-way bills, bank statements and production records such as bills of materials and quality certificates.
In Saniiro Document Management, you attach each file to the invoice, purchase, customer, accounting entry or production job it belongs to, and can tag it with the invoice number, GSTIN or order ID. Opening that record in Saniiro then shows every supporting document.
Yes. Saniiro Document Management is one module of the Saniiro platform, which connects GST billing, accounting, inventory, purchasing, CRM and production in one database. Documents attach directly to records in those modules, so there is no separate filing system to maintain.
Yes. Saniiro Document Management stores GST returns, e-invoices, e-way bills, PAN, TAN, PF and ESI documents and links them to the related accounting entries, which helps your business keep supporting papers ready for GST filing and audits.
Yes. Saniiro Document Management is cloud-based, so authorised employees can open documents from the web or the Saniiro Android and iOS apps, with role-based permissions controlling which files each user can view or edit.
Saniiro Document Management protects documents with role-based permissions, encrypted connections and automatic backups. An audit trail records every upload, edit and approval, so you can see who accessed or changed a file.
Saniiro Document Management is built for Indian SMEs, including retailers, wholesalers, distributors, manufacturers and service businesses, that want invoices, bills, contracts and compliance records organised in one secure cloud system linked to their day-to-day transactions.
You can start a free trial of Saniiro Document Management from the Saniiro website, or book a demo with the Saniiro team to see how document storage fits your billing, accounting and compliance workflows.
Why Choose Saniiro Document Management?
Saniiro is a cloud-based business management (ERP) platform for Indian SMEs that connects GST billing, accounting, inventory, CRM and operations in one system. Saniiro Document Management is one module of that platform, so every invoice, bill and contract you store is linked to the transaction it supports.
- Built for Indian SMEs, with GST, e-invoice and e-way bill records kept alongside their transactions.
- Connected to billing, accounting, inventory, CRM and production on one Saniiro database.
- Role-based permissions, encrypted connections and automatic backups.
- Access from the web and the Saniiro Android and iOS apps, across branches.
- Guided setup, data migration and training from the Saniiro team in Jaipur.