Document & Compliance Automations

Generate, route, approve, and retain critical documents — with discipline, traceability, and control.

See How It Works

Documents Become Liabilities Without Structure

Manual document handling introduces risk. Versions drift, approvals stall, signatures get missed, and compliance becomes an afterthought rather than a system.

Document & Compliance Automations replaces ad-hoc document handling with governed workflows that stand up to scrutiny.

What This System Does

  • Generates documents from structured templates
  • Routes documents for review and approval
  • Enforces version control
  • Tracks signatures and completion
  • Stores documents with clear retention rules
  • Maintains a complete compliance audit trail

Built for Repeatability and Accountability

This system is designed as a controlled document lifecycle — from creation to archive.

Behind the scenes:

  • Inputs populate governed document templates
  • Approval paths are enforced automatically
  • State changes are tracked explicitly
  • Exceptions are flagged immediately
  • All actions are logged for compliance and review

Workflow orchestration is handled via n8n, allowing document flows to remain explicit, inspectable, and adaptable.

Why It Matters

  • Reduced compliance risk
  • Fewer document errors
  • Clear ownership and accountability
  • Faster approvals without shortcuts

Who It’s For

  • Regulated industries
  • Professional services firms
  • Operations and finance teams
  • Organizations managing high-value or sensitive documents

Structured Alone — Governed with Mentis

Document & Compliance Automations can operate as a standalone system with its own document workflows.

When governed by Mentis, it gains:

  • Policy enforcement across document types
  • Historical compliance context
  • Cross-system awareness
  • Long-term optimization of document processes

Integrations

  • Document storage platforms
  • E-signature tools
  • Email and notification systems
  • Internal approval systems