Overview
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.
- Lower the costs of storing, using and disposing of documents
- Notify users of documents that require authentication
- Comply with the requirements of regulations and standards
- Be audit ready and easily demonstrate document processes and staff competency
- Distribute revisions with a single click and ensure latest and/or the correct versions are being used
BUILT FOR PAPER TO DIGITAL TRANSFORMATION
Documents
Preview
Online preview of most file formats: PDF, images, etc
Chat
Discuss on documents or create next activities to track activities to do on a document.
Links
Upload regular files, or create documents as links (e.g. Google Doc files)
Owners & Contacts
Assign documents to users, customers/vendors or documents (invoices, task, product, …)
Organize
Folders
Hierarchical folders allows users to define their own set of tags, rights and actions
Tags
Set multiple tags to structure documents for each folder
Resources
Documents linked to resources (invoices, tasks) are integrated in the document management system
Easy filters
Define your own filters, and save the most used ones into favourite filters you can share with other users
Work In Batches
Tag, preview, or launch actions on a set of documents at once, to work in batches.
Archive
Ability to archive and/or delete documents.
Access Rights
Access rights are easily customizable for each folder.
Collaborate
Share Folders
Share folders by allocating rights to other users to access to existing documents and upload new documents.
Share Documents
Share a list of documents with others to collaborate easily. Set a validity date on shared documents.
Workflows
Customized Actions
Define automated actions per folder, contacts and/or tasks: create documents, process bills, sign, organize files, etc.
Lock / Unlock
Ability to lock a file to warn other users that a specific document is being modified
Validation Process
Easily implement custom validation process with tags and pre-defined and approved actions.
Suggested Integrations
Project Management
Create tasks from documents with just a few clicks. (e.g. specification of a task to be converted).
Electronic Signature
Integrate with Digital Signature module to allocate validation and approval rights, request for signatories for documents and so on.
Vendor Bills
Create vendor bills from PDF or Images documents in just 1 click.
