This item is also available on Envato. You can also purchase it directly using the link below:
👉 Envato Link
Overview
Smart DMS SaaS is a complete document and records management platform you can run as your own SaaS business. Companies sign up, choose a subscription plan and manage everything in one place: documents and folders, versions, approvals, e-signatures, share links, reminders, retention rules, reports and an AI assistant that answers questions about their own documents.
Each company's data is kept completely separate. Owners, staff and clients each get their own portal with only the menus they need, and the built-in API powers the Android and iOS apps (available as an add-on).
Built with Laravel, fully responsive, available in multiple languages with RTL support, and ready to sell with subscription plans, free trials, coupons and 6 payment gateways.
Demo Details
Preview Video : Click here to open the demo preview video
Admin URL: Demo Link
Documentation: Documentation Link
Super Admin
Email : superadmin@gmail.com
Password : 123456
Owner
Email : owner@gmail.com
Password : 123456
Manager
Email : manager@gmail.com
Password : 123456
Employee
Email : employee@gmail.com
Password : 123456
Mobile App (Add-on)
Android & iOS App – Available as Add-on. Flutter source code for owners, staff and clients: scan paper to PDF, search and open documents, approve or reject in one tap, sign with a finger, share links, reminders, AI assistant chat, fingerprint / face lock and push notifications. Connects to your Smart DMS website through the built-in mobile API and shows your own company name, colour and logo.
Purchase the Mobile App: Smart DMS SaaS Mobile App (Android & iOS – Flutter)
Who Is It For?
- SaaS founders – launch your own document management software and sell monthly, quarterly or yearly plans.
- Companies and teams – keep contracts, HR files, finance records and policies in one safe place with a clear history.
- Agencies, law and accounting firms – share documents with clients, collect their files and get them signed online.
User Roles
- Super Admin – runs the platform: customers, packages, coupons, transactions, landing page and settings.
- Owner – full control of their company's documents, people and settings.
- Staff – Manager and Employee roles included, plus unlimited custom roles with permissions.
- Client – a simple portal: sees only the documents assigned to them, uploads files and signs online.
Main Features
Documents & Folders
- Document management with categories, sub-categories, tags, stages, descriptions and expiry dates
- Folder tree with restricted folders and members
- Version history with compare and restore
- Search inside file contents, filters and saved filters
- Bulk actions: archive, move to folder, change stage, move to trash
- Trash with restore, archive and unarchive
- Scan to PDF from photos, import from files, document templates and generated documents
- Import from Google Drive, OneDrive and Dropbox
- Duplicate finder and e-mail-to-document inbox
- Document comments and a full activity history
Approvals & E-Signatures
- Approval requests with one approver or a chain, due dates and a stage change on approval
- E-signature requests for one or many signers, in order or in any order
- Draw signature, choose page and position, signed PDF copy and signing certificate
- Clients sign from their portal
- Document request module to collect files (ID, licence...) from people outside your company
- Watermark module to protect documents
Sharing
- Share with team members for a chosen period
- Public share links with expiry date, password, view limit, download on/off and allowed e-mail addresses (one-time code)
- Revoke a link at any time
Reminders & Notifications
- Reminders with repeat (daily, weekly, monthly, yearly) and a reminder calendar
- Automatic warnings before a document expires
- In-app inbox with per-person notification settings
- E-mail, SMS (Twilio) and WhatsApp notification templates with enable / disable option
AI
- AI assistant on every page: answers questions about your documents with sources, explains how to do things and creates reminders from a sentence
- Ask your documents, AI summaries, data extraction and AI templates
- AI providers: OpenAI (ChatGPT), Anthropic Claude and Google Gemini, with a backup provider
- OCR for scanned files
Security, Compliance & Audit
- Role and permission management, 2-factor authentication, optional company-wide 2FA
- Single sign-on (OpenID Connect) per company
- Tamper-evident audit trail (hash chain) with an integrity check and PDF audit report
- Retention policies, legal hold and automatic trash clean-up
- Virus scanning of uploads and personal-data (PII) warnings before sharing
- Privacy tools: personal-data export, erase, and consent records
- Google reCAPTCHA, restricted documents and folder access rules
Mobile API & Integrations
- REST API with personal access tokens (read and write)
- Mobile API for the Android and iOS apps (sign-in per phone, push notifications, remote sign-out)
- n8n webhook integration and signed outgoing webhooks
- Cloud storage: Local, AWS S3 and Wasabi
Dashboards & Reports
- Informative dashboard for every role with items that need attention
- Reports for documents, activity, storage and expiry; export to CSV and PDF
SaaS & Administration
- Subscription packages with user, document and storage limits, free trial plans and plan features
- Coupons and coupon history, transactions with bank transfer approval
- Payments: Stripe (with Checkout and plan upgrade proration), PayPal, Flutterwave, Paystack, Razorpay and Bank Transfer
- Dynamic landing page CMS, custom pages, FAQ and footer
- Landing page, register page and owner e-mail verification enable / disable options
- Impersonate (log in as an owner to help), logged history
Settings
- Company, account, application, e-mail (SMTP) and payment settings, site SEO
- Multi languages and RTL / LTR
- Theme settings: multiple theme colours, light / dark mode, font styles and brand logo
System Requirements
- PHP >= 8.1
- MySQL / MariaDB database
- BCMath PHP Extension
- Ctype PHP Extension
- cURL PHP Extension
- DOM PHP Extension
- Fileinfo PHP Extension
- GD PHP Extension (images and PDF signatures)
- JSON PHP Extension
- Mbstring PHP Extension
- OpenSSL PHP Extension
- PDO PHP Extension
- Tokenizer PHP Extension
- XML PHP Extension
- Cron job support (for reminders and expiry alerts)
- SSL certificate (HTTPS) recommended – required for online payments, push notifications and the mobile app
What You Get
- Full Laravel source code
- Web installer – install in a few minutes
- Documentation with installation steps and a full feature guide (view online)
- Future updates
- Support through our ticket system
Need Assistance?
If you have any queries, please create a support ticket here, and our support team will respond as soon as possible.
Installation Guidelines
Software Installation & Upgrade Documentation : Click here to open the video
