Document Management Systems (DMS)
Organizations are getting increasingly digital. Gone are the days where we would keep paper files on important documents. Join the digital movement and become more efficient by building a single source of truth and distributing important information across your organization
Features:
Approval Workflow
Documents needs approval by one or multiple people before the next step? Afraid not! Invite people to approve and add their comments.
Access Control
Share documents, folder, sections or even the entire account to anyone with different permissions (Previewer, Viewer, Editor, Upload-Only).
Sophisticated Search Engine
A Powerful live-search function is built in the document management software so you can search documents not only by file name and metadata, like keywords but also the content of the files. PDFs, Docx files or even screenshots and scans of documents are now thoroughly searchable.
Document Version Control
You can upload a new version of a document and preserve the existing metadata and all earlier versions of the file -- which are always easily recoverable with just one click! A document check-in/check-out feature allows you to lock a document for others while you are editing it on your computer. And each version of a document can be independently approved.
Custom Metadata & File Linking
Add tags, notes, date and due date to help organise your documents. You can easily add your own metadata fields of different types like lists, checkboxes and much more! You can also link files to create relations between documents in different folder structures. Metadata templates can be defined on folder-level too.
Document Numbering, Notifications & Audit Trails
Utilize automatic document numbering based on the schemes you define. Set and get automatic notifications for changes in documents or folders as often as you choose. While audit trial logs severy action of every user for accountability.
DocuSign Integration
With the DocuSign integration tool, you will be able to prepare envelopes of contracts and distribute them to different signatories. Signatures processed by DocuSign are compliant with the US ESIGN Act and the European Union's eIDAS regulation, including EU Advanced and EU Qualified Signatures.