Documents Management
Preview
- Online preview of most file formats: PDF, images, videos.
Chat
- Discuss on documents, ping people, 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 …)
To Organize
Folders
Hierarchical folders allows to define workspace having their own set of tags and actions
Tags
Set multiple tags to structure documents per 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 favorite filters you can share with other users
Split PDFs
Split multi-pages PDFs into several documents; very useful when you scan documents in batches.
Work in Batch
Tag, preview, or launch actions on a set of documents at once, to work in batches.
Archive
Ability to archive or delete documents. As a protection, you have to archive a documents, before deleting it.
Access Rights
Access rights are easily customizable per folder.
Collaborate
Share Folders
- Share folders to offer an access to external users (with or without logins) and allow them to upload new documents
Share Documents
- Share a list of documents with customers / vendors to collaborate easily. Set a validity date on shared documents.
Email Gateway
Allow people to create documents by sending an email. Define
rules to set tags and folders automatically according to the email.
Workflows
Customized Actions
- Define automated actions per folders, 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
Document Requests
- Ability to create "missing documents" and organize them like documents, to remind people to upload these documents.
Validation Process
- Easily implement custom validation process with tags and automated actions.
Integrations
Project Management
- Create tasks from documents in just a few clicks. (e.g. specification of a task to be converted).
Electronic Signature
- Integrate Documents Module with Sign Module to sign documents, or request signatures in just a few clicks.
Vendor Bills
- Create vendor bills from PDF or Images documents in just a click. The Artificial Intelligence engine will process bills automatically.
PLM
- Integrate documents with the PLM to track versions of plans or worksheet on the product form, or engineering change orders.
