Document Lifecycle Management
Create documents and contracts using predefined templates and approval workflows, which can be configured according to the organisation's needs.
Features
Document Lifecycle Management (DLM) digitises and optimises the lifecycle of documents and contracts, from creation to sharing, approval, signing and storage. In addition, it allows you to create and save customised document templates according to specific needs (Legal, HR, Operations, etc.) and has configurable approval workflows according to document type.
Automatic compilation
Compilation of templates using information and data automatically acquired from company systems (e.g. ERP, CRM, other). It also uses pre-configured libraries based on the document type to support the compilation (e.g. 'legal clause library'), which can be loaded into the system.
Collaborative management
The various predefined templates can be configured and customised by indicating the fields to be filled in each time. A collaboration environment will allow users inside and outside the organisation to edit (e.g. text size and format, images) and update them in real time.
Documentary approval
Through a specially configured approval workflow, the user can request approval of a document from a colleague or manager. Once obtained, the requester will be alerted by notification.
Is Document Lifecycle Management the right solution for you?
Document Lifecycle Management is the ideal solution for corporate areas that deal with the creation and management of contracts within the organisation, such as administration, sales, legal, HR, purchasing, etc.
The solution is aimed at Groups, Structured Organisations and private individuals, also in international contexts, who need to manage electronic documentation and dematerialise paper by sharing documents and their versions with individual users and/or groups of users.