Routing & Policies
Rules
Your policies, enforced without fatigue.
Every organization has rules about how documents should be handled — where they go, who sees them, how long they’re kept, what happens when something unusual arrives. Filing Cab lets you codify those rules once and enforces them consistently, every time, at any volume.
Document Routing
Route incoming documents based on type, source channel, sender, content keywords, or any combination. Tax documents to accounting. Contracts to legal. Invoices to AP. Build routing trees as simple or complex as your organization requires — from single-rule setups to multi-branch decision cascades.
Retention & Lifecycle Policies
Define how long each document type is retained, when it moves to cold storage, and when it’s eligible for destruction. Comply with industry-specific retention requirements — 7-year tax records, permanent corporate governance documents, 90-day transient correspondence. Policies execute automatically with full audit logging.
Access Controls & Permissions
Scope document visibility by organization, department, role, or individual. Sensitive documents — personnel records, legal holds, financial audits — are restricted to authorized eyes only. Access controls are enforced at the query level, not just the UI level, so protected documents never leak through API calls or bulk exports.
Exception Handling & Escalation
Not every document fits neatly into a rule. Define escalation paths for edge cases — unrecognized document types, documents from unknown senders, files that exceed size thresholds, or content that triggers compliance flags. Exceptions are routed to designated reviewers with full context rather than silently queued.