Documents
Streamline online file management: no scanning contracts, manual bill recording, or lengthy approval processes.
Your document hub
Experience the convenience of a seamless paperless platform. With our document management system, locating your documents has never been simpler.
Save time by signing documents online instead of printing and scanning them.
Documents Features
Preview
Preview a wide range of file formats online, including PDFs, images, and videos.
Owners
Assign documents or records like invoices and tasks to users, customers, or vendors as needed.
Folders
Hierarchical folders enable you to create workspaces with their own tags and actions defined.
Resources
Documents linked to resources such as invoices and tasks are seamlessly integrated into the document management system.
Tags
Organize documents within folders by assigning multiple tags to structure them effectively.
Filters
Customize your filters and save frequently used ones as favorite filters that can be shared with other users.
Access Rights
Easily customize access rights for each folder as needed.
Customize
Define automated actions for folders, contacts, and tasks: create documents, process bills, sign contracts, and organize files efficiently.
Automate your work flow
Streamline operations by automating tasks such as creating tasks, expenses, and vendor bills, reducing the need for manual intervention.
Seamless Cloud Documents Solution
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Expense FAQs
Document software modules can typically handle a wide range of file types including PDFs, Word documents, spreadsheets, images, and sometimes even videos and audio files.
Document software modules prioritize security with features like encryption, access controls, and secure storage to protect sensitive information from unauthorized access or data breaches.
Yes, document software often includes collaboration features such as real-time editing, comments, version control, and shared access permissions, facilitating teamwork and document co-authoring.
Many document software modules integrate with popular business tools like CRM systems, project management platforms, and accounting software, streamlining workflows and enhancing productivity.
Many document software modules support workflow customization and automation, allowing users to define specific steps, approvals, and actions for document handling. This streamlines processes such as document creation, review, approval, and distribution, improving efficiency and reducing manual work.