Document management
The library for files the transaction needs: a claim photo, a contract, a supplier bill.
- Library
- On the record
Documents
The file stays with the transaction and the retention rule
Upload, classify, and find the file. Lifecycle and governance decide how long it is kept and who can see it. OCR reads a scan so the office is not retyping it.
- Management
- Lifecycle
- Governance
- OCR
What you can do
Document management, lifecycle, governance, admin, and OCR.
Lifecycle
Draft, active, and archived are states, so a file is not deleted because someone cleaned a folder.
- States
- Archive
Governance
Who can see a class of document, and which rule applies.
- Access
- Class
Admin
The setup the library needs before the first upload, kept separate from day-to-day filing.
- Admin
- Setup
OCR
A scan can be read into the document instead of retyped onto the invoice.
- OCR
- Scan
Works with
These features use the same orders, people, and stock.
File the document on the record that needs it
Claims, HR, and finance already have a place to attach the file. This menu is that place.
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