Category:Document Management

The platform provides document storage as a central repository for teams, as well as record-based document storage for files related to a specific record.

The central document repository acts as a lightweight content management system with support for folder permissions, uploading various versions of documents, and file and image hosting without requiring an FTP or Web site.

Record-based documents allow for file storage in regards to specific records for safe keeping. Team collaboration is improved because the documents are available from record, whenever needed. Revisions are managed as well, because a time and date stamp is added when a document is attached to a record.

Document Management Examples

• manage your clients' deliverable files (photos, logos and art, deliverables, proposals, etc.)
• include a scanned copy of the warranty information in asset's data record
• link to PDF documents (stored in the platform) from your corporate website
• keep a template folder, containing boilerplate documents that your staff can easily copy and customize