• Upload documents of any kind to the library or within individual records
  • Set workflow automation on any document, also can expose it to the portal (e.g. Request a customer to approve an Invoice, which then kicks off an email alert to the customer with link to portal where they can click to approve).
  • Check in / out - Documents that are checked out, can only be copied out but can not be modified until checked back in.

Other Applications

The following applications are designed to work hand-in-hand with Document Management:

"Document Management" is part of the BizAutomation line of products, developed by BizAutomation.com.

Related Products

"Document Management" is part of the BizAutomation line of products, developed by BizAutomation.com.