How to optimize business document management activities?
The Repository and Document Management module, integrated within the AI Document Platform, allows you to classify, store, share, visualise and analyse business documents. In addition, customised document templates can be saved to be used according to the needs of different professional areas, such as Administration, Legal, HR and Operations. The module can be integrated with various systems, such as SAP ERP, SAP Concur, Microsoft and Salesforce.
Integrated cloud document management
The cloud repository allows you to easily and securely create, view, allocate, share, download and delete files and folders. Create a customised storage structure, manage document versions, and integrate the repository with your company ERP to facilitate data exchange.
Secure and controlled document sharing
Customisable document metadata
Each document is identified by a document type and specific metadata. Metadata is additional information that makes the document unique. During configuration, it is possible to define which metadata is mandatory and which is optional.