Post-Sales & Collections

Document Management

Store agreements, KYC and approvals securely.

app.sell.do
Document ManagementOne vault per customerUploadDocument vault — Anjali Naikversion-controlledAllotment letterSignedAgreement to saleRegisteredKYC — PANMissingKYC — AadhaarVerifiedLoan sanctionUploadedPayment receipts12 filesPossession letterNot dueNOC — societyNot dueControls✓ Role-scoped access✓ Full version history✓ Watermarked downloads✓ Audit log per view✓ Buyer self-serves from portalBlocking possession1 itemPAN copy missingForm 16B cannot be issuedwithout it.Request on WhatsAppAuto-chased every 72h.

The problem teams live with

The allotment letter is in a representative's email, the KYC in a WhatsApp thread, the agreement in a drawer. At possession, three departments hunt for the same PAN copy. A buyer's Form 16B cannot issue because one document nobody owns was never collected.

How Sell.Do solves it

Sell.Do keeps one vault per customer with version history, role-scoped access and a watermarked audit of every download. Documents are demanded, not hoped for: a missing PAN blocks the tax certificate and chases itself on WhatsApp until it arrives. The buyer uploads once, from their portal, and every team reads the same file.

How it works

Document Management, step by step

  1. 1Secure storage
  2. 2Version control
  3. 3Access controls
  4. 4e-Sign ready

A version-controlled document vault per customer — role-scoped, audited, self-serve for the buyer.

What you get

Built for the real workflow

  • Secure storage
  • Version control
  • Access controls
  • e-Sign ready
Jarvis AI

Jarvis chases the document that blocks possession

One missing PAN copy is what stands between this buyer and their Form 16B. Jarvis requests it, re-requests it every 72 hours, and tells you when it lands.

One vault
Per customer, version-controlled
Scoped
Role-based, watermarked, audited
Self-serve
Buyer uploads from the portal

Frequently asked questions

Only roles you permit, and every download is watermarked and logged with the user and timestamp. Customer documents are a liability as much as an asset.

See Document Management on your own pipeline

Book a 30-minute walkthrough tailored to your projects, team and process.