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Projects & Productivity

Document Management

Store, approve and sign documents in one place

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What it does

Keep contracts, policy files and working documents in a structured library rather than scattered across folders and inboxes. Sections and hierarchies define where things belong, while approvals, reminders and electronic signing move each document through its lifecycle. Version history and audit logs show who changed what, and when.

Functions in this module

  • Document Hierarchy
  • Section Management
  • Shared With Me List
  • My Approvals
  • Electronic Signing
  • Sharing Management
  • Reminder Notifications
  • Version Management
  • Audit Logs
  • File Lock And Unlock
  • Duplicate And Move Files
  • Custom Metadata
  • Multi Format Preview
  • Custom Fields Management

Where it fits on the platform

Documents sit alongside the customers, staff and projects they belong to, so approvals and sharing happen inside the platform your teams already use. Custom metadata and fields let finance, HR and operations tag files with the details their own records need.

Administrators, document controllers, managers and any staff member who files or approves company documents.

Included in SenangUrus 360

  • Runs on the same database as finance, stock, sales and people records.
  • Role-based permissions, so access is granted module by module.
  • Delivered with implementation, data setup and training by our team.
Related modules

Often used with document management

Projects & ProductivityTeam PasswordKeep shared logins encrypted and under control Projects & ProductivityStaff WorkloadSee who is overloaded before deadlines slip Projects & ProductivityFile SharingSend files to clients, staff or a public link Projects & ProductivityWorkflow AutomationAutomate the repeated steps in everyday business processes
Questions

About the Document Management module

01/Is Document Management included in SenangUrus 360?
Yes — it is part of the SenangUrus 360 module library. Your plan determines how many business accounts and users you have; the module itself is switched on during implementation.
02/Can we run this module on its own?
It runs inside SenangUrus 360 and uses the platform's shared records — customers, products, accounts and users. That is what keeps reporting consistent instead of needing an integration.
03/What does setup involve?
Configuration of the module for your process, migration of the data it depends on, permissions per role, and training for the people who will use it daily.
04/Can it be tailored?
Documents, approval steps, fields and reports can be configured. Where a requirement is genuinely unique, custom development is scoped separately.
Next step

See Document Management on your own data

We will run one of your real transactions through the module in a 45-minute session, so you can judge it against the work you do today.

Book a demo See all modules