Document Management - Solutions
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Features

Document Types

Incoming Document

Save the documents that come to the institution by mail, fax, cargo, by hand or by e-mail, with automatic numbering.

Outgoing Document

Manage documents sent to other employees within the organization or to individuals and institutions outside the organization.

Common Documents

Manage commonly shared documents for the organization, such as information, meeting notes, reports.

Linked Documents

Associate documents with applications with project, opportunity, task, customer, order links.

Document Organization

Grouping and Categorizing

Organize your documents with unlimited grouping and categorization features.

Distribution

Distribute the incoming document to the relevant people within the institution for information or action.

Related Outgoing Documents

Add associated outgoing documents for incoming documents.

Revision

Save the modified document under revisions with the revision feature. Preserve the original version of the document.

Document Management

Status Assignment

Create status definitions such as open, closed, cancelled, and assign them to your documents. Filter your documents based on their status.

Automatic Numbering

Set a prefix and suffix for your registration number, and ensure that the registration number automatically increases with each new registration.

Document Number Tracking

Keep track of your documents with the automatically generated business registration number and document number, and access them easily with the search feature.

Incoming and Outgoing Document Institution Tracking

Collect documents coming from and going to institutions under the institutions group.

Documents Analysis

Institutions

See the number of incoming and outgoing documents and common documents for each institution.

Incoming Document Distribution

Obtain information about how many documents the employee is responsible for and how many documents have been distributed to him/her.

Outgoing Document Coordination

See how many outgoing documents the employee has prepared in total and how many outgoing documents they are associated with.

Situations

Access the number of open, closed, cancelled, incoming, outgoing and shared documents.

Wide Authorization Options

Based on Group and Category

Authorize usage by adding relevant users to groups and categories.

By Transaction

Limit action permissions such as adding, editing, downloading, printing on a per-action basis for some users in a group or category.

Basic Components Usage

Creating a Task

Easily create a task for the relevant person of the document or document from basic components.

Creating Notes

Add notes to your papers or documents.

E-mail & SMS

E-mail & SMS notification

When incoming or outgoing documents are associated with the relevant person or when changes are made to the document, ensure that the person is informed via e-mail and SMS.

Document Sharing Via E-mail

Share your papers or documents with relevant people via E-mail.

Using Email Templates

Create e-mail templates and send e-mails practically from the document with the template.