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Standard features

The Saile BPM Engine

Everything you need to route, track and govern documents across your organisation, included as standard in every Saile deployment.

01

Section Manager

Model your organisation exactly as it works.

Create divisions, sections and units, assign members and heads, and let documents route to an office instead of a single person, so work keeps moving when someone is on leave.

  • Nested divisions, sections and groups
  • Section heads and alternates
  • Membership history kept for audits
  • Route to a section, a group or a person
02

Routing Manager

Send, forward, return and track, with rules.

The Routing Manager is where documents travel. Release a document to the next office, return it with remarks, or let the published workflow decide the next stop automatically. Every recipient sees it in their queue the moment it arrives.

  • Sequential stages with if-approved / if-rejected outcomes
  • AND / OR rules for multiple approvers
  • Remarks and attachments on every hand-off
  • Real-time status of where each document sits
03

QR Code Manager

Bridge hard copies and digital records.

Generate a QR code for any document, print it as a sticker and attach it to the hard copy. When the paper arrives, the receiving office scans it and Saile links the scan to the right digital file automatically, so the physical and digital versions never drift apart.

  • Generate, print and reprint QR stickers
  • Scan-and-upload links the file to its QR automatically
  • “Receive Hard Copy” opens the camera to match the QR
  • Admins control which devices and accounts may use the camera
04

Immutable Routing History

A permanent, tamper-evident record.

Each action (received, viewed, approved, returned, forwarded) is written to an append-only history with the user, office and timestamp. Entries cannot be edited or deleted, giving auditors a trail they can trust.

  • Append-only log for every document
  • Who, what, where and when for each step
  • Versions retained with their history
  • Exportable for audits and investigations
05

Policy-Driven SLA & Classified Document Types

Deadlines and access that follow the rules.

Define response limits in business hours, working days, holidays and reminder intervals, and Saile calculates every deadline automatically. Classify document types so only the right people can see sensitive records, and apply policies for account protection, sessions, allowed file types and storage quotas.

  • SLA in business hours with your own calendar & holidays
  • Automatic reminders before a task is overdue
  • Classified document types with restricted visibility
  • Lockout, session and file-type policies with revision history
06

Metadata Builder

Capture the right data with every document.

Design the fields that each document type needs (reference numbers, dates, amounts, choices), mark them required, and set their order on the upload form. Metadata makes every record searchable and reportable.

  • Short text, long text, date and single-choice fields
  • Required-on-upload and help text
  • Per document type, in your own order
  • Powerful search and filters across records
07

Sail Workflow

Design workflows once. Reuse them everywhere.

A “Sail” is a workflow template. Define its stages, recipients and decision rules, assign it to document types and publish it. Published Sails are versioned and immutable, so running documents always follow the rules they started with.

  • Visual, stage-by-stage workflow designer
  • Assign Sails to one or many document types
  • Immutable publishing with revision numbers
  • Optional transform on final approval
08

Sail Workflow AI

Describe a process. Get a workflow draft.

New in Saile 3.0. Tell Sail Workflow AI how your process works in plain language and it generates a Sail draft (stages, recipients and rules) for an administrator to review and publish. Paired with Sally, your AI assistant, it helps teams handle complex scenarios without starting from a blank page.

  • Natural-language to workflow draft
  • Admin review before anything is published
  • Handles parallel reviews and exceptions
  • Works with Sally, Your AI Assistant

See the engine run on your own process.

We’ll map one of your real workflows during the demo.

Book a Demo