The Uplevl Solution

Uplevl Document Management

With Uplevl you can store all documents in one place and access them from almost anywhere with our cloud-based platform. Find exactly what you’re looking for with our powerful and easy-to-use search capability and track versions and revisions automatically. Plus, enjoy flexible workflow capabilities, which will automatically route documents for review and approval based on pre-set rules.

Easily Integrate with Your Business Applications

Uplevl integrates with Acumatica, Intacct and NetSuite and has an available API which allows you to create an integration with almost any other system. No more toggling between different softwares or trying to remember where something is stored. With automated integration you can maintain a single source document in Uplevl while easily accessing it from other applications.

Benefits of Document Management

A document management system eliminates manual, time-consuming tasks and frees you and your team up to work on real value-add activities. It also ensures tighter controls, better auditing, added security, and eliminates costs associated with paper-based processes.

  • Version Control
  • Check In and Check Out
  • Annotate
  • Microsoft Office Integration
  • Workflow Routing
  • Search

Secure, Cloud-based Platform

Have peace of mind knowing your documents in Uplevl are securely stored and hosted by AWS cloud services with multiple backups and redundancies. Uplevl is HIPAA Compliant and provides strong security at the datacenter, network, data and application level. Your data is also protected from hacking and ransomware attacks by Multi Factor Authentication and fine-grained access and privilege control for folders, workflows, and documents.

  • HIPAA Compliant software.
  • Storage and data encryption.
  • Multi-factor authentication.
  • Fine-grained access and privilege control for folders, workflows and documents.

Overcome Challenges of Document Management


Proportion of knowledge workers' time spent creating and preparing documents.


Amount of productivity lost due to document management challenges.


Amount one Uplevl customer reduced document management costs by using Uplevl.