Document classification

logodoc Access your documents by asking

  • Who ? : owner of the document or entity to which the document relates (client, provider, service, ...)
  • When ? (optional) : date of the document
  • What ? : type of document (tender, quote, invoice, mail, pay sheet, resume, ...)

Manage all your documents from the same screen.

Customize documents classification : 
Add, delete or edit Who and What information.

Documents of a classification are displayed as a list.
Document overview is always displayed.

 

Classification Example :

If suppliers are defined in Who and quotes in What,

      You can access to all quotes of the supplier BBB :

     
     Conversely, you can access to outstanding quotes from all your supplier :