Automated Document Lifecycle Management.
Jackets is a proprietary web-based application designed to bridge the gap between raw data and document compliance.
Instead of manually creating folders and checklists for every new employee, asset, or case, Jackets does the heavy lifting for you. By simply importing an Excel list, the system applies smart logic to automatically generate "Jackets" (digital dossiers), assign the correct document requirements based on the data, and route tasks to the right departments. It turns data entry into data action.
From Import to Compliance in 4 Steps.
Configure Your Triggers
Define the logic. Tell the system: "If the 'Client Type' column says 'Corporate', apply the 'Corporate Onboarding' document set."
Define Document Sets
Create templates for specific scenarios. Set deadlines, allowed file types (PDF, JPG), and assign responsible departments.
Bulk Import
Upload your Excel file. Jackets reads every row, checks your triggers, and builds correct digital dossiers instantly.
Track & Complete
Users receive upload notifications. Dashboard shows real-time "Incomplete" vs "Complete" status for all dossiers.
Built for High-Volume Organization.
Smart Automation Triggers
The system intelligently decides which documents are needed based on data values. No more human error.
Role-Based Assignments
Automatically route specific document requests to specific departments like Finance or Legal.
Deadline Management
Set configurable expiration times or due dates for document submission to ensure timely compliance.
Audit-Ready Dashboard
Instantly filter pending items vs. completed dossiers. know exactly what is missing and who is responsible.
One System. Endless Applications.
Adapts to any process driven by lists and documentation.
Human Resources
Import new hires; system requests docs based on department or contract type.
Fleet & Asset
Ensure every unit has Title, Registration, and Insurance on file before hit the road.
Legal Case Mgmt
Generates a Jacket for each case, requiring specific filings based on the case type.
Vendor Homologation
Request certifications and contracts based on vendor's risk level or category.
Stop Managing Folders. Start Managing Processes.
Organize your digital files with the speed and precision of automation.
See Jackets in Action