G3 Document Platform

Security rules

Protect documents before they move

Set practical defaults for roles, retention, share links, approvals, exports, and audit posture.

80%ready

Pick policyFinance review Require reviewApproval gate on Audit postureEnhanced logging

Active policy

Finance review

Applies to the selected workflow or document suite.

2555 daysretention48 hourslink expiryEnhancedaudit

Require approval before export/signatureUseful for invoices, contracts, IDs, statements, and sensitive files.Block public links by defaultOnly controlled workspace links should be created unless an admin changes policy.Watermark sensitive exportsAdd a visual control for downloaded PDFs during review or external sharing.

Audit-ready summaryAdmins and editors can route documents. External links are view-only.

Signed inWorkspace scopedLinks controlledApproval gate

Automation

Protect documents before they move

Finance review