Document Management

Your Organization's Knowledge, Organized and Findable

Publish, organize, and secure every document your organization shares - board packets, policies, manuals, newsletters, and training materials. Attach files from anywhere, control who can see them, and help members find exactly what they need through search or an AI chat assistant.

CitySoft Document Management admin showing the document library, search filters, and analytics dashboard

What You Can Do

Attach Files From Anywhere

Upload PDFs, Word docs, and spreadsheets - or link to files in Google Drive or SharePoint, a web page, an offline item like a library book, or even an online course. It all stays searchable.

Control Who Sees What

Make any document admin-only, public, or restricted to logged-in members - so the right people see the right files, wherever those files appear.

Many Ways to Find Documents

Give members a browsable topic directory, quick keyword search, and advanced search by title, author, topic, region, or call number.

Search Inside Your Files

Full-text content search looks inside the documents themselves - not just titles and tags - so nothing important stays buried.

AI Document Chat

Add a chat assistant that answers members' questions in plain language, drawing only from your own documents.

Connected Analytics

Track views, downloads, and unique visitors per document - with the numbers built into your platform-wide reporting, not siloed away.

CitySoft AI document chat answering a member's question using the organization's own documents

See Document Management in Action

Schedule a personalized demo and see how CitySoft can organize your entire document library.

Request a Demo