Enable your staff to create, store, view, manage and retrieve files easily across different departments. Lay a strong foundation for regulatory compliance and develop a framework for operational excellence through standardisation and automation of the document control process.
Online preview of most file formats: PDF, images, etc
Discuss on documents or create next activities to track activities to do on a document.
Upload regular files, or create documents as links (e.g. Google Doc files)
Assign documents to users, customers/vendors or documents (invoices, task, product, …)
Hierarchical folders allows users to define their own set of tags, rights and actions
Set multiple tags to structure documents for each folder
Documents linked to resources (invoices, tasks) are integrated in the document management system
Define your own filters, and save the most used ones into favourite filters you can share with other users
Tag, preview, or launch actions on a set of documents at once, to work in batches.
Ability to archive and/or delete documents.
Access rights are easily customizable for each folder.
Share folders by allocating rights to other users to access to existing documents and upload new documents.
Share a list of documents with others to collaborate easily. Set a validity date on shared documents.
Define automated actions per folder, contacts and/or tasks: create documents, process bills, sign, organize files, etc.
Ability to lock a file to warn other users that a specific document is being modified
Easily implement custom validation process with tags and pre-defined and approved actions.
Create tasks from documents with just a few clicks. (e.g. specification of a task to be converted).
Integrate with Digital Signature module to allocate validation and approval rights, request for signatories for documents and so on.
Create vendor bills from PDF or Images documents in just 1 click.