SmartFact ERP · Module
Every document and case in order, easy to find.
Cases and documents organised by type, status and tag, with deadlines and a logged history.
Document management
Documents, cases and their deadlines.
In short
- Cases and case types
- Document types and tags
- Status pipeline
- Summary reports
SmartFact ERP · Document management
Real screen from the system, with demo data
What it does
What the module gives you day to day.
01
Cases and documents
Case types and document types; documents can be linked to cases, downloaded and shared with chosen colleagues.
02
Controlled status pipeline
You decide which status a case can move to next, so everyone follows the same process.
03
Tags and custom fields
Tags, custom fields you can switch on or off, and delivery methods, shaped to how you file things.
04
Logs and reports
A logged history plus case and document summary reports with deadlines.
Works together
On the same database as these modules.
See it on your own processes.
In the demo we show the module set up for your company. Hungarian companies can fund the rollout from grants.