Module · Documents

Your archive, read and in its place.

Handover reports, CMRs and delivery notes, read automatically and linked to the transport job. Serge composes each document's name — date · type · registration — and sends them all in a single email.

Requires Operations · Includes the Core: users, records, My company, audit trail and backups

Try it

Drop in your documents.

Tap “Read documents” and watch Serge read each file, name it and file it where it belongs.

3 files dropped
  • escaneo_0012.pdf14-10-2026 · Handover report · 4821 LKMwaiting
  • IMG_2041.jpg13-10-2026 · CMR · 7390 MBNwaiting
  • 4821LKM-9043MCX.pdfDelivery note · 4821 LKM and 9043 MCXwaiting
What it solves

Fewer folders, more context.

Before

Files that arrive as “escaneo_0012.pdf” and nobody knows what they are.

With Serge

Serge reads each document and composes its name: date · type · registration.

Before

Delivery notes signed on paper that have to be uploaded one by one to each transport job.

With Serge

Drop them all at once, named after the car, and each one goes to its transport job's gallery.

Before

Ten attachments in ten different emails to the same customer.

With Serge

A single email with all the documents and an address book of addresses already used.

How it works

From scanner to archive.

  1. 01

    Drop

    PDFs or photos, one at a time or the whole batch.

  2. 02

    Read

    If the PDF has text, it's read directly; if it's a scan or a photo, with OCR.

  3. 03

    Name and file

    It detects the type, the date and the car, and files it under its name. The date is shown and can be corrected.

  4. 04

    Send

    Pick the ones you want and they go out in a single company email.

Everything it includes

The office archive, no searching needed.

01

PDF reading

The document's text is read directly, without using OCR.

02

OCR for scans and photos

When the document has no text, it's read with optical character recognition.

03

Composed name

Date · type · registration: the archive sorts itself.

04

Document type

Handover report, CMR, delivery note and other documents, detected in the text.

05

Scanned delivery notes

With the registration or VIN in the file name, even shortened and with several cars.

06

Transport job gallery

Each delivery note goes to its car's transport job, alongside its photos.

07

One email, several attachments

The documents go out complete in a single send, with the list of files in the body.

08

Address book

The addresses you've already used are saved for next time.

Questions

About this module.

Does it always use OCR?

No. If the PDF has text, it's read directly; OCR is only used for scans and photos.

What if it gets the date wrong?

The date it reads is shown and can be corrected with one click, and it never hides the document: it's filed by upload date.

Can the customer see it?

The archive belongs to the office. Delivery notes attached to a transport job are visible to its customer in the portal, alongside its photos.

Your archive,
finally in order.

We'll show it to you with your own jobs. Modules are sold à la carte and we confirm the exact price in the demo.