Projects & Productivity
Document Management
Projects & Productivity
Module 22 of 45
Store, approve and sign documents in one place
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.
Who uses it
Administrators, document controllers, managers and any staff member who files or approves company documents.
Where it fits
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.
What it supports
- 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