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Document Management Template

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Workiom’s Document Management app centralizes the storage, management, and security of important documents. Perfect for teams handling multiple projects, this app offers features like version control, approval workflows, and access permissions to streamline document processes. Enhance collaboration, ensure compliance, and keep documents organized.
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Workiom's Document Management app is crafted to streamline the organization and control of critical documents. This app is ideal for teams and organizations that handle numerous documents across various projects, ensuring consistency, accuracy, and regulatory compliance. It provides a centralized location for storing, managing, and securing documents, from version control to detailed approval workflows. Simplify document processes, safeguard important files, and improve your team's collaboration and productivity.

Why Use Workiom's Document Management Template?

  • Centralized Document Control: Consolidate all document management tasks within a single platform, making it easy to organize, locate, and share information.
  • Enhanced Collaboration: Facilitate document sharing, review, and feedback through comments, keeping all team members aligned and up-to-date.
  • Improved Compliance: Ensure documents meet organizational and regulatory standards with structured approval workflows and version control.
  • Efficient Access Control: Manage document access permissions, allowing you to specify who can view, edit, or approve each document.

How to Use the Document Management Template

This app is structured to handle document management from start to finish. Begin by uploading documents, categorizing them for easy access, and defining permissions. Assign tasks for document review, update versions as needed, and set up approval workflows. This ensures all team members are coordinated, and all files are up-to-date and accessible.

Step-by-Step Guide

  • Documents: Store all project and company documents and include relevant details for easy retrieval.
  • Category: Organize documents into categories, helping users locate specific files quickly.
  • Projects: Link documents to projects with Linked Lists, centralizing project-specific documentation.
  • Version Control: Track document revisions and manage updates.
  • Access Permissions: Set access permissions, assigning viewing, editing, and approval rights.
  • Approval Workflow: Define the approval process to maintain document quality.
  • Tasks: Assign and track tasks related to document management to ensure completion using My Work.

Features

Reporting Dashboards

  • Summary Report: Get an overview of documents, categories, and current approval statuses.
  • Bar Chart Report: Visualize approval progress, version updates, and task completion rates.

Views & Visualization

  • Table View: Access a detailed overview of documents, categories, and related tasks in a structured layout.
  • Calendar View: Track approval dates and document review schedules in a visual calendar format.
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