Documents management and workflows

Question

Hi!
I'm searching for any possibility of managing documents in Jira or Confluence.
I would like to use these tools for compliance procedures such as KYC (Know your customer) and AML (Anti money laundering)

Main goal is to get "Client profile" with attached documents. Also I need to track document expiration and make some reports.

Is it possible? Maybe there are addons or howtos ? I would be very appreciate for any help)

James Dellow · Answer

To track document expiration, you can use labels or have a look at the Page Properties macros.

Andy Heinzer · Answer

Perhaps you can use a plugin such as Documents for Jira.  I have not used this plugin personally, but from looking at the summary, it looks like it can do most of what you are looking for here.