Document management module is designed to provide a workflow for review, approval and release of documents initially and when updated. The module provides a dashboard for approvers to show pending actions and may be used to review and take timely actions. The module also provides notifications and reminders for pending actions to ensure efficient and effective document management process. The module provides document availability to users based on access levels and roles in the document management process.
The benefits of document management module include:
- Allowing review and approval of documents electronically.
- Maintaining approved documents for access to all users on the SaaS platform.
- Allowing access to drafts based on the user roles, e.g. author, reviewer, approver etc.
- Maintaining current documents while documents are being updated.
- Maintaining previous versions of documents in archive.
- Distributing and access control.
- Controlling access through Read/Write access.
- Segregating by types – Standards, Manuals, Procedures, Instructions, Forms etc.
- Grouping by functions – Generic, Operation, Sales etc.