Filing Engine is one of EVERYSYNC's 43 modules. It gives the team responsible for that work a proper home, while keeping related customers, people, documents, approvals, and money close enough that handoffs are clearer and follow-through is easier.
Set naming patterns and routing rules once — per department, project or document type — and every future upload obeys them, with a preview before you turn anything on.
set the rules — every future file obeys them
before you turn a rule on so nothing surprises you
folder structure regulators expect, kept that way over time
Powerful features designed for real business outcomes
Define filename templates with variables — date, party, type, version.
Choose where each file type lands automatically, by department or project.
See exactly what a rule would do before turning it on.
Quietly correct old files on a schedule so the workspace stays consistent.
Filing Engine is designed for organizations that refuse to compromise on quality, efficiency, or insight.
Filing Engine works even better alongside:
Filing Engine is one of EVERYSYNC's 43 modules. It gives the team responsible for that work a proper home, while keeping related customers, people, documents, approvals, and money close enough that handoffs are clearer and follow-through is easier.
Filing Engine is one of EVERYSYNC's 43 modules. It brings that part of the business into the same workspace as customers, people, money, contracts, documents, and support, so teams can see status, ownership, and next steps without chasing another app.
Standalone tools are useful when one team only needs one job done. Filing Engine inside EVERYSYNC is built for the moment that job touches other people: a customer, an invoice, a contract, an employee change, a support issue, or an approval that needs context.
Pricing is based on the modules, bundles, and user groups your organization needs. Some branded tools can be sold on their own; most modules are part of the EVERYSYNC platform package. The pricing page or your quote is the source of truth for your setup.
Eva can use Filing Engine only within the permissions your role allows. She can prepare summaries, draft follow-ups, flag missing information, route approvals, and report what changed. Human approval stays in the loop for actions that affect records, people, customers, or money.
For some modules (LinkSync as get.in, SignatureSync as Siggy, CallSync as Callcraft), yes — they're available as standalone products under their own brand. For most modules, Filing Engine is a feature of the EVERYSYNC platform and isn't sold separately. The whole point of EVERYSYNC is that every module is more useful when it's connected to the others.