Automate every aspect of your document preparation — legally eSigned & more
AI-powered documents, templates, workflow, drive, files and digital signatures — contracts, agreements, NDAs and resolutions in one secure system.
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OneCosec Documents — Simplify, Create and Manage Effortlessly with AI
Say goodbye to manual document hassles. Create, manage and store unlimited documents with ready-made templates or AI-powered generation — a seamless solution that saves time, reduces errors and keeps every important document in one secure place.
Why clients love it:
- Dynamic documents: Edit directly in the platform, work on Word files, and auto-fill contact, organisation or invoice data using smart tags.
- Unlimited, hassle-free creation: Generate as many documents as you need without restrictions.
- Smarter workflows with AI: Automatically create accurate, professional documents in seconds.
All Your Files. One Secure Place.
EZ Drive works like the cloud storage you already know — Dropbox, Google Drive, OneDrive or Box — but with everything connected to your practice. Every file can be tagged and linked to a client, so you always know where things belong.
How this benefits you:
- Find files in seconds: Filter documents by client, tags or folders — no more searching across platforms.
- Stay organised and in control: Star important files, create folders, and manage access with ease.
- Work smarter, not harder: Keep all client documents together for faster collaboration and visibility.
From Draft to Signed — Without Leaving OneCosec
Documents flow straight into the eSignature module. Add signature fields, assign signers and track progress, with the signed copy filed automatically against the right client.
Document management FAQs
Is there a limit on documents in OneCosec?
No. OneCosec lets you create, manage and store an unlimited number of documents on all plans, within your plan's file storage allowance.
Can documents be generated automatically?
Yes. Set up a template once and documents generate automatically when key events occur, pulling in contact, entity or invoice data using smart tags.
Which cloud drives does OneCosec sync with?
OneCosec EZ Drive integrates with Google Drive, Microsoft OneDrive, Dropbox and Box, so files stay in sync with the tools you already use.