Unlimited, serverless storage
Backed by Amazon S3 with eleven nines of durability. Capacity scales automatically from a few gigabytes to hundreds of terabytes — Aavas Financiers runs 35+ TB on DocuSwift.
Features
Features that make DocuSwift a DMS game changer
DocuSwift combines unlimited, serverless storage with search, governance, automation and AI — all deployed inside your AWS account. Every capability below is available through the web console and the REST API.
Store & organise
One repository for every document, branch and department
DocuSwift stores documents on Amazon S3 with no storage ceiling and no per-user licence. Organise them by source, folder and business metadata so loan files, KYC packets and compliance records are always where your teams expect them.
Sources, folders and sharing
Model departments, branches or business units as separate sources, nest folders up to ten levels deep, share folders with named users or groups, and keep favourites and 'shared with me' views one click away.
Business metadata schemas
Define metadata keys per source — Loan ID, Branch, Product Type, Case Status, Barcode — with regex validation so every upload is tagged consistently and becomes instantly searchable.
Document types & bulk upload
Classify documents by type, upload hundreds of files at once with drag-and-drop, and bulk-import from legacy DMS, shared drives or scanned physical archives while preserving folder structure and metadata.
Broad file-format support
Preview PDF, Word, Excel, PowerPoint, images, CAD (DWG), HTML, CSV and text in the browser. Large PDFs are compressed automatically on ingest to reduce storage and speed up viewing.
Version control
Every change creates a new version. Compare history, restore an earlier revision and see who changed what and when — older versions remain accessible for audits.
Find
Retrieve any document in seconds, not days
Full-text search over OCR'd content, structured metadata search and Excel-driven bulk lookups mean a branch officer or auditor finds the right file without raising a ticket.
Full-text & metadata search
Search by keyword, phrase or metadata attribute across one source or your entire repository. OCR makes scanned documents searchable too.
Bulk search from Excel
Paste or upload a list of loan numbers, customer IDs or barcodes and retrieve every matching document in one operation — ideal for audits, legal requests and collections.
Fast previews & secure links
Open documents instantly with pre-signed, expiring URLs. Share view-only links externally with expiry controls and short links for easy distribution.
Govern
Security and compliance built into every action
Role-based access, immutable audit trails, retention rules and legal holds give compliance and IT teams the controls regulators expect — without slowing the business down.
Role-based access control
Grant permissions by user, group, source and folder. Separate read, write, approve and admin rights by department and branch; review source access from a single admin console.
Immutable audit trail
System-generated, tamper-resistant logs capture uploads, views, downloads, edits, approvals and signatures. Filter by date range and export for auditors or your SIEM.
Retention rules & legal holds
Apply retention policies per document type or source, place documents under legal hold to block deletion, and prove disposition with a complete record.
Access reviews & compliance posture
Periodic access-review campaigns and a compliance-posture dashboard surface stale permissions, policy gaps and upload-compliance issues before an audit does.
SIEM export
Stream audit events to your security operations tooling so document activity is correlated with the rest of your estate.
Strong authentication
Amazon Cognito user pools with TOTP multi-factor authentication, password policies, idle-session timeout and single sign-on with Microsoft Entra ID (Microsoft 365).
Automate
Approvals, workflows and e-signatures without the email chase
Route documents to the right reviewers automatically, escalate when they stall, and close the loop with legally meaningful electronic signatures.
Multi-level approval flows
Build L1…Ln approval chains with criteria-based routing on document size, metadata, uploader or source (AND/OR). Digitise credit, legal, underwriting and operations reviews.
Inbox, reminders & escalation
Approvers get a pending-actions inbox with snooze and dismiss. Automatic 24-hour and 48-hour reminders keep turnaround times predictable.
Event-driven workflows & webhooks
A visual workflow editor and webhooks trigger downstream actions — notify a core banking system, update a CRM, or start an IDP extraction — the moment a document is uploaded or approved.
Electronic signatures
Request signatures on PDFs via secure links (with or without expiry), capture signer identity and timestamp, and record the signature event in the audit trail.
Comments & collaboration
Comment on documents, annotate PDFs, and collaborate across locations with change history preserved in versions.
Intelligent Document Processing
Turn scanned paper into structured, reviewable data
DocuSwift IDP combines Amazon Textract OCR with configurable extraction schemas, a human review queue and delivery to downstream systems — all inside your AWS account.
OCR on ingest
Amazon Textract extracts text from scanned loan applications, KYC documents and invoices as they arrive so every page becomes searchable.
Extraction schemas & review queue
Define the fields you need per document type, process documents from configured sources, and route low-confidence results to a human review queue with trust scoring and usage reporting.
AI summaries & document chat
Generate summaries and ask questions about a document using Amazon Bedrock foundation models (Amazon Nova) — no data leaves your AWS region.
PII masking & redaction
Mask Aadhaar numbers and other PII automatically at upload via FinHub's masking APIs, and redact sensitive regions directly in the viewer before sharing.
Integrate
Built to plug into the systems you already run
An API-first architecture, SDK, webhooks and ready-made connectors let DocuSwift sit at the centre of your LOS, LMS, core banking, CRM and Microsoft 365 estate.
REST API, API keys & SDK
Every console action is available through a documented REST API with scoped API keys, an interactive API explorer and a JavaScript SDK.
SharePoint two-way sync
Map DocuSwift sources to SharePoint document libraries with automatic two-way synchronisation via Microsoft Graph, complete with sync logs and test tooling.
Salesforce connector
Attach and retrieve documents from Salesforce records so sales and servicing teams never leave their CRM.
Microsoft 365 sign-in
Let staff sign in with their Outlook / Microsoft Entra ID accounts; provisioning and de-provisioning follow your directory.
LOS, LMS & core banking
Push and pull documents from loan origination, loan management and core banking platforms through the API or webhooks, keyed by your own identifiers such as loan account numbers.
FinHub APIs
Pair DocuSwift with HabileLabs' FinHub for identity verification, OCR, Aadhaar masking and consent management in one BFSI stack.
Deploy & operate
Serverless on AWS, in your own account
DocuSwift is AWS Qualified Software, deployed from AWS Marketplace into the AWS account and region you choose. No servers to patch, no capacity to plan, and your documents never leave your cloud.
Branch & HQ staff
Web console · SSO
Auditors
Read-only, time-boxed
LOS · LMS · CRM
API & webhooks
Your AWS account · your region (e.g. ap-south-1)
Amazon CloudFront
Console on your domain
Amazon Cognito
MFA · Entra ID SSO
Amazon API Gateway
REST + WebSocket
AWS Lambda
Business logic
Amazon S3
Documents · KMS encrypted
Amazon DynamoDB
Metadata · audit index
Amazon Textract
OCR
Amazon Bedrock
Summaries · chat
Amazon SES
Notifications
AWS Backup
Policy-based backups
Cross-region DR
Active-active option
Amazon CloudWatch
Metrics · alarms
Runs in your AWS account
Provisioned with AWS CloudFormation in your account (Mumbai, Hyderabad or any supported region). You own the data, the keys and the bill; HabileLabs never touches your documents.
Fully serverless architecture
AWS Lambda, Amazon API Gateway, Amazon DynamoDB, Amazon S3 and Amazon Cognito scale automatically with load — zero downtime for month-end spikes and no idle servers to pay for.
Backup & multi-region DR
AWS Backup policies, cross-region replication and an optional active-active deployment across two regions delivered 99.99% uptime for Aavas Financiers.
Monitoring & analytics
Amazon CloudWatch metrics and alarms, plus an admin dashboard with storage, document and user analytics.
Your brand, your domain
White-label the console with your logo and colours and serve it on your own domain with a managed TLS certificate.
Procure through AWS Marketplace
Buy with your existing AWS agreement, draw down committed spend, and request private offers for enterprise terms.
AWS services in a DocuSwift deployment
- Amazon S3
- AWS Lambda
- Amazon API Gateway
- Amazon DynamoDB
- Amazon Cognito
- Amazon CloudFront
- Amazon Textract
- Amazon Bedrock
- Amazon SES
- AWS Backup
- Amazon CloudWatch
- AWS CloudFormation
Next step
Which features matter for your industry?
See how lenders, housing-finance companies, banks and insurers map DocuSwift to their document lifecycle.
Get started
See DocuSwift on your own documents
Book a 30-minute walkthrough with a HabileLabs solutions engineer. We will map your document types, approval flows and integrations, and show you a deployment plan for your AWS account.
Or email info@habilelabs.io · Monday to Friday, 10:00–19:00 IST (excluding public holidays)