Document types
Define kinds of documents and their rules.
Set up the rules for your work and keep the document, files, history and relations together.
Availability depends on edition and configuration.
Define kinds of documents and their rules.
Build fields for description and search.
Organise the archive for your organisation.
Decide who can see and edit documents.
Prepare reusable starting points.
Save an individual document without an import batch.
Keep main and supporting files together.
View supported formats and structured content including ISDOC.
Create a linked document of another type without rewriting the original.
Link related documents using configured rules.
Open relations from document detail.
Discuss work on the document.
Track how content changes.
Give authorised recipients access.
Index filters and custom criteria.
The archive tree.
Full-text search.
AI Knowledge Base with sources.
→Follow work on a document.
Inspect important events within your permissions.
Manage retention and long-term readability.
Dispose of documents under approved rules and audit.