FileGenix

Frequently Asked
Questions

Got Questions? Let’s Clear Things Up.
From security to AI, here’s everything you need to know about how FileGenix can streamline your business.

FileGenix is an AI-powered enterprise document management and workflow automation platform that helps you store, organize, search, protect, and query your documents in plain language — all in one place, with unlimited users on every plan.

Every document is protected with role-based access control, encryption, full audit trails, and — where needed — digital signatures. FileGenix is ISO certified, and every AI feature is ACL-aware, meaning a user can only summarize, query, or retrieve documents they are already authorized to see.

Yes. FileGenix supports email-to-document sync, API access, and integration with common CRM and ERP systems, so it fits into how your team already works rather than requiring a rip-and-replace rollout.

It lets you summarize long documents in one click, ask your entire document library questions in plain language, chat with a single file to extract specific clauses or data, and automatically surface relationships between related documents — contracts, invoices, patient records, and more.

Yes. The Visual Workflow Builder lets you design multi-stage approval chains, conditional routing, and SLA-based escalations on a drag-and-drop canvas — no developer or IT ticket required.

No. FileGenix does not charge per seat on any plan — Basic, Gold, or Enterprise. Whether you have 10 users or 10,000, the platform scales with your business, not your bill.

FileGenix is used across healthcare, legal, manufacturing, food industry, publications, fleet & logistics, banking & finance, and education — each with configuration options suited to that industry’s compliance and workflow needs.

Yes. FileGenix supports bulk uploads with auto-categorization and tagging, so migrating an existing archive doesn’t mean re-filing everything by hand.

Every plan includes online training and free support. Enterprise customers also get a dedicated solution architect to help scope integrations and compliance requirements.

Yes. FileGenix supports custom metadata fields, tailored permission structures, and bespoke workflow configurations — reach out for a custom deployment consultation.

Still have questions?

Contact Us · Book a Demo

Scroll to Top