Bespoke Document Management
Attach documents to anything, from people to projects or products, with our custom document management solutions.
Store your files in the cloud or on-premise
Based on your requirements, we can configure storage on physical servers at your chosen location or take advantage of cloud storage. We have experience with all the major cloud storage providers such as Google Drive, OneDrive, Dropbox, Amazon AWS S3 or Box.
- store using on-premise servers
- or on cloud storage
Upload documents from multiple sources
The simplest form of uploading files to the DMS, is by importing them from your computer. Based on your needs, we can also connect to cloud services, such as Microsoft Office 365 or Google Docs.
- bulk upload files
- connect to Office 365 or Google Docs
Single-click document generation
If you connect with our other solutions, you can take advantage of customisable templates to generate your work documents. For example, you can generate orders and contracts from quotes, which in turn can be transformed into invoices.
- customisable templates
- single-click document generation
Discuss and collaborate on documents
By choosing to integrate with our communication modules, you'll be able to share and discuss ideas related to your documents. Get notified each time somebody makes changes, adds a new message to the document or mentions you, or review discussion history on the document feed.
- discuss and share ideas
- receive notifications of document activity
- document message feed
Features we have already implemented for our clients
- cloud storage (Google Drive, OneDrive, Dropbox, Box, Amazon S3)
- Google Docs and Office 365 integration
- customisable document templates
- message feeds
- email and push notifications