A complete document library with smart search. Attach documents with reference throughout Spire. Find anything instantly.
Ask Ingrid provides you with a centralized document library with contextually aware AI that automatically analyzes and categorizes documents.
Attach or reference documents to the Communications Tab throughout Spire.
Ingrid provides detailed granularity for attaching documents to Orders, POs, Invoices, Customers, Vendors, Vendor Ledger Entries, Jobs, Employees, and any other aspect of Spire that you need.
Smart search makes finding any document a breeze and keeps all your documents where you can find them.
All business documents in one place. Upload contracts, quotes, specs, receipts, photos, emails—anything. Organized and searchable.
Ask Ingrid to read every document and understand what it is, who it's from, what it's about. Automatically suggests tags and categories.
Find documents by content, not just filename. Ask Ingrid to find "warranty for Acme Corp" and it finds it instantly, even if it's buried in a folder. Now you can search and get documents related to all Spire data elements, providing documentation backup to transactions and Spire functions.
Attach documents with reference to Orders, POs, Invoices, Customers, Vendors, Jobs, Employees— anything in Spire. Documents are centrally stored in Spire where appropriate or in Ingrid, so when you need backup or details for an entry in Spire, you can get the documents you need to tell the story.
Drag and drop documents into Ask Ingrid. Ask Ingrid to automatically read the content, extract metadata (date, vendor, customer, amount), and suggest categories and tags. You confirm or override the AI suggestions.
Link documents to Spire entities—attach a quote to a customer record, a spec sheet to a purchase order, a contract to a job, or a receipt to a vendor ledger entry. The document is accessible from both Spire and Ask Ingrid.
Need to find a document? Just Ask Ingrid to search by filename, content, attached entity, date range, or natural language query. "Show me contracts signed in Q2" or "Find warranty docs for XYZ Corp"—it just works.
For internal or external audits, use intelligent document extraction to pull exactly what you need. Generate reports of all documents for a specific customer, vendor, date range, or transaction type. Export with metadata intact.
Ask Ingrid Document Management is seamlessly integrated with the Spire Communications tab, allowing you to attach documents in both Ingrid and Spire. But Ingrid goes further to allow you to reference documents associated with:
Access this feature on any device through our Progressive Web App (PWA). Works seamlessly on smartphones, tablets, and desktop computers.
Document Management is designed to fit the requirements of most companies. However, if you have a unique requirement that our system doesn't accommodate, this module can be quickly and affordably customized to meet your specific needs. Our AI-driven development process ensures fast, efficient implementation tailored to your business.
View and print our detailed product brochure for a comprehensive overview of features and benefits.
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See how Ingrid makes document management effortless with AI-powered organization and search.