Design the purpose and capabilities you want that should reflect your company's culture and fits its business goals.
- Set up a ready-to-use template for each type of document. Organize by relevance, categories, or based on your purpose.
- Define the metadata for all the uploaded documents to make it systematic and more accessible. Based on those classifications and metadata, it makes searches extremely accurate and saves a great amount of time.
- Determine roles and hierarchy of control over the document (creating, reviewing, deleting, approving document, etc.) You can also recover older versions of documents, just in case you made unwanted changes.
Provides complete control and process to take decisions based on your customized requirements.
- Infinyscloud keen to advise you on an efficient integration of your document management system with third-party enterprise systems for better data consistency across the company.
- Covering an extensive set of integration options that can fit your company needs like email server, CRM, ERP, business intelligence, and any other solutions.