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Documents

  • Template-based document generation—allows to have uniform views and structures of documents created by different users.
  • Transform documents, preserving the common information (e.g. transform a proposal into a contract).
  • Common document templates—whenever a company stationery is changed, the changes are entered only once and all users access the latest approved version only.
  • Automatic assignment of unique ISO-compliant incoming, outgoing or internal IDs (to replace paper document logs).
  • Auto-fill existing information—once customer data is entered, it is copied automatically in every document, where required.
  • Comprehensive document management—the system tracks the relationships between individual documents, employees and departments, and allows setting stages through which a document type should pass.
  • Assign documents to departments and employees—quick and easy assign and reassign a document to an individual employee.
  • Electronic notifications on new and overdue documents and events, functionality to escalate overdue events.
  • Document history: the system keeps data on the document author and creation date/time, as well as information on any subsequent changes (data and time, user name). It is easy to get a report on who has changed what and when in any document in the system or on how many hours have passed after a document was assigned to a department until checked out by an individual employee.



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