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The paper behind every entry, one click away.

Document management keeps the paper with the transaction it belongs to. Open a purchase entry and the supplier's bill is there. Open a customer and the agreement is there. You stop hunting through files and shared folders, and papers that expire, such as certificates and agreements, remind you before the date.

In short

Attaches scanned bills, challans, agreements and certificates to the entry they belong to. Searchable, with access rights, versions and expiry reminders.

What it does

Inside the module.

01

Attach to entry

A scanned bill or challan is attached to the entry it belongs to.

02

Document search

Find a document without knowing which file or folder it went into.

03

Access rights

Decide who can see each kind of document.

04

Version history

A revised document is kept as a new version, with the old one retained.

05

Expiry reminders

Alerts before a certificate or agreement runs out.

FAQ

Questions, answered.

Can the auditor see the bill behind an entry?

Yes. An auditor given the right can open the scanned bill from the entry itself, without asking your staff to pull out the file.

Who can open a sensitive agreement?

Only the users you allow. Access rights are set for documents, so an agreement or a certificate is not open to everyone who can see the entry.

What happens when an agreement is revised?

The new copy is saved as the next version and the earlier one is kept. You can see which version is current and still refer to the old one.

Which Kreon products include document management?

Procurement Software, Asset and Fixed Asset Management, Product Lifecycle Management (PLM), Document Management System, Compliance Calendar and Task Tracker, CA Practice Management Software. It can also be added to a custom system.

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