Archive, versioning, portals and activity timelines, tied to the records that matter: a quote, an order, a customer. Not a separate folder, but documents inside the process.
Every document is attached to the right record: you find it where you need it, not on a shared drive.
Versions, changes and who did what. No more “final_document_v3_real”.
Private areas for customers and suppliers: share documents and collect files securely.
The history of every record: events, notes and attachments in a single thread.
Drag in or generate the document straight from the record.
It attaches automatically to the customer, order or case.
Publish it to a portal or send it, with permissions and tracking.
We show you the platform on your real data and workflows.
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