The document management module allows clients to organize, store, and easily access their electronic documents, providing an efficient and secure solution for information management. With this module, users can centralize all documents in a single environment and control who can access them.

What is document management used for?

This module is designed for businesses and clients that need to keep their documents organized and accessible. It is ideal for contracts, invoices, manuals, reports, or any type of digital document that requires professional management.

Main features

• Secure document storage: stores electronic files with protection and data integrity.
• Organization by folders: classifies documents clearly and structured for easy access.
• Custom access control: defines documents as public or private, limiting access to authorized users only.
• Easy sharing: allows documents to be shared with work teams or clients in a controlled way.
• Quick search: locate documents in seconds with an efficient search system.

Benefits for the client

• Better organization: prevents duplicates and makes managing large volumes of documents easier.
• Security and confidentiality: protects sensitive information with access permissions and user control.
• Operational efficiency: streamlines internal processes and reduces time spent on administrative tasks.
• Improved collaboration: teams can work on shared documents securely.

Advanced features

• Version history: tracks changes to documents and allows retrieval of previous versions if needed.
• Automatic notifications: informs users about changes or updates to relevant documents.
• Integration with other modules: connects document management with other business tools to optimize processes.

Scalable and flexible solution

The document management module adapts to the client’s needs, allowing expansion of folder structures, addition of new permissions, and management of more documents as the business grows. It is a key tool for keeping information organized, accessible, and secure, improving the client experience and operational efficiency.