Label documents with custom document types. This allows you to easily control how the document is archived. In addition, it is easy to find all contracts, agreements and reports across the company.

Does the agreement consist of contract, accounting documents and photos? We let you store everything in one document, so you have a full overview of everything that will be sent to the customer or supplier.

Define a standard for document numbering and prefix. All documents will be automatically saved with a standard naming.

Define which watermark the document should have.

You can find all your archived documents in a separate Archive tab, either in the team or in a separate document overview.

Find documents across all teams in a searchable archive. This way you always know where to find your most important documents.

Search by document, author or industry. You can also filter by information such as customer, contract value, expiration date, and other information linked to the document.

Get full overview of current and historical versions of the document. Everything gathered in one place, so you do not have to search for important information.

Define which information should be linked to a document. The information linked could be customer, contract value, department, industry, product and much more. This makes it easier for you to have an overview of documents across the whole company.

Go back to documents and change customer, product or other information.

Send archived document directly from the Archive.

When you archive a document, the files become read-only. That way you can be certain that there are no unwanted changes in the document.

You do not have to manually create PDF files when you have finished writing in a document. We automatically save your Word document to PDF.

Keep all versions of the document in one place. This way you can always be sure that you can find historical information when you need it.

Have a colleague review the document before archiving it.

See which documents you are responsible to approve or check from the overview in the dashboard.

Do you want input from several colleagues before you archive the document? Then you can send it for review and your colleagues can leave a comment.

Is it crucial to ensure that all important information is included? You can attach a checklist and be sure that nothing is forgotten.

When it's finally your turn to review a document, either for approval or review, you will be notified in Teams. When the deadline is almost due, you will also receive a reminder.

If you have the process module, the checkpoints in the process can be automatically unchecked when a document has been approved and archived. This ensures that a process cannot be completed until all the necessary documents are in place.

*You need the process module for this functionality

Sometimes it is important to archive important documents without them being available to the entire company. When you archive a document in a private room, only the members of the room will be able to see the document.

Sensitive document types are automatically encrypted. This is how you can ensure that sensitive data does not get lost.