DOCUMENT WORKFLOW AND ARCHIVE

Collect documents and correspondence safely in one place. Manage who and when has access to specific resources or their groups.

• Organize and manage the registries of:
  • traditional and electronic correspondence
  • contracts
  • offers
  • marketing materials
  • technical documentation
• Document version management.
• Structural organization of the documentation archive and correspondence history.
• Ability to assign documents and correspondence to individual access groups.
• Automation of time-consuming procedures:
  • Notifications (email / text messages) about the need to perform some action in connection with documents, e.g.
    • reminder of contract renewal deadline.
    • Notification of high prority customer case.
  • Automatic rules for assigning access to individual documents and correspondence fragments based on keywords.