Document management module is developed based on the latest technologies from Microsoft, providing easy to use and automation for the management activity of any type of content, regardless the format. The product perfectly integrates with online or offline ERP or PSA solutions, providing exceptional flexibility and configurability in order to meet any specific needs.


Financial and operational benefits

Increases the efficiency of work with documents

• Includes comprehensive functions for saving, archiving, recovering, history, control, versioning and reporting;
• Provides permanent public or private access to the required information, based on the security policies of the organization.
• Allows the implementation for document workflows with multi-level approval.
• Allows versioning and history change keeping at document level, with timestamps and logs of users and related comments.
• Creates workflows for increasing the efficiency of document circuit within the organization.  
• Displays the information in a graphic customized manner, adapted to the company's image  
• Includes different configurable filters, for allowing advanced searches.
• Organizes the documents, created or loaded into the system, on tree structures.

Reduces the internal costs

• Reduces the paper waste and the related maintaining costs. The physical files can be scanned and electronically loaded into the system.
• Eliminates the effort of managing physical documents. The electronic documents are easily administrated and organized by structure and/or operational flows.
• Manages different types and sizes of files.
• Easily and quickly adds, changes and manages the documents, thus relieving the employees of routine and time consuming tasks.
• Simplifies the activity by using document templates.

Optimizes the project and contract management

• Manages the documentation at contract, customer account or project level.
• Allows electronic storing, archiving, access and control upon the valuable information needed for project execution.
• Integrates with Charisma ERP for retrieving the back-office information or with any other enterprise resource planning system.

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