- Records of offers, orders, contracts or other types of documents
- Assign documents to business relationships, orders and purchase orders
- Document categorization and document notes
- A system of rights to restrict employees' access to individual documents
- Fast sending of documents by e-mail
Perfect overview of business documentation
Documents are used to record business documentation such as offers, orders, contracts, etc. We usually assign documents to individual business relationships, orders or large orders. Thanks to this, we can easily filter them or then search their content in full text.
With the help of an integrated rights system, it is possible to restrict employees' access to individual documents and thus prevent unauthorized manipulation of important electronic materials. A useful feature is also the ability to quickly e-mail a document to the desired e-mail address or inform another colleague about changes to the document.
You can also create a process or multiple approval processes for documents, each with one or more steps and approvers.
