The Document Management module is essential for centralizing, organizing, and securing documents. It allows for the storage of documents directly within the system, attaching them to relevant records such as orders, invoices, or contracts. Advanced search and filtering functionalities enable quick retrieval of necessary documents.
The module can include automated approval workflows, ensuring compliance with internal procedures and reducing human errors. Security is ensured through precisely defined access rights, so only authorized personnel can access, edit, or delete documents. Integration with other modules, such as Purchasing or Sales, allows for easy access to documents within the context of daily workflows.
The module also supports the scanning of physical documents, using OCR and RPA robots for automatic data extraction, and offers archiving options in line with data retention policies.
All important documents, whether invoices, purchase orders, contracts, or reports, can be stored electronically in the database.
Documents are attached directly to relevant records.
Provides quick and easy access.
Advanced search and filtering functionalities for documents.
Multiple criteria, such as document type, date, author, or other user-defined parameters.
Automated approval workflows.
Verified and approved by authorized personnel before being finalized or distributed.
Reduces errors and ensures compliance with the organization's internal procedures.
The application can be connected with other systems.
Users have access only to the information they need.
The application protects your data and confidential information.
The application can also be accessed from mobile devices.