Document Management Online

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Advantages of document management online

Document database

Easily manage documents using bpm’online sales. Track documents in the system, specify their type and link them to customers, opportunities, orders, etc. Attach scans and copies of documents, create new documents using the pre-set templates and populate them with data from the system. Save the history of approvals and chronology of activities for each document.

document management online: Document database

Related documents

Browse through all the specifications and addenda to the contract, using the related documents features. Bpm’online sales allows you to set the relationship between documents and quickly jump from one document to the other.

document management online: Related documents

Client’s documents

Track documents in the system, specify their type and link them to clients, opportunities or contracts. Bpm’online allows you to set the relationship between documents and quickly jump from one document to the other. Save the history of approvals and chronology of activities for each document.

document management online: Client’s documents
bpm'online awards

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