Document management. CRM for document management
More details here: http://usu.kz/app_docs.php
0:01 - Document Management
Your main work will take place in the "Documents" module. As you can see, it already contains entries. They are divided visually, by color, depending on whether the document is in physical or electronic form. Secondly, by relevance, and thirdly, by convenient categories. Furthermore, here you will find general information on the counterparty associated with the document—either your employee or a client—by availability, the number of copies issued, and much more.
4:29 - Expiry Monitoring
If you specify expiration dates for documents, you can use the special "Expiring Documents" report to monitor them. By selecting a specific period, you will see all documents requiring renewal. The report is interactive—clicking on the link will take you directly to the relevant document in the database.
4:55 - Document Availability Control
Let's return to the "Counterparties" module. In the "Document Plan" tab, you can specify which documents are mandatory for a selected client or employee. This could be a current contract, a certificate, or a reference for your employee. You can also specify a list of required documents for each contractor category.
Using the "Document Control" report, you can find all missing or expired documents, either in general or for a specific contractor or document type.
5:39 - Issue Control
If you issue documents, note this in the "Movement" module. Here, we'll indicate that the document was issued from your branch or even from a specific locker, if necessary, and to whom. This way, you can always track who has a particular important document.
6:18 - Document Flow Different stages of document processing
In the program, you can set up business process chains where a specific task is sequentially transferred between different employees. These can include a wide variety of tasks:
document signing, when it is transferred from the applicant to other employees. For example, for a purchase requisition
tasks for sending a contract to a potential client, where the tasks of drafting the document, signing it, sending it to the client, and waiting for a response will appear in sequence.
coordinating various documents, for example, approving an employee's vacation
step-by-step data collection for projects, and much more.
7:32 - Automatic document completion
For each type of document, you can specify a list of parameters to be filled in, even adding lists of standard options for quick entry, and attach a template in MS Word format, in which you can specify exactly where the values will be entered.