Document management and repository
Filing, access rights, search; ready for a document assistant.
The problem
Documents cannot be found, exist in several versions, with unclear access rights.
The solution
A filing plan, clear access rights, a search that works, and a repository ready to feed an assistant.
What you get
- Filing plan and naming rules
- Tool configured, access rights
- Migration of existing documents
- Training
How we measure
- –Search time
- –Duplicate documents
How it works
01
Scoping
One page: situation before, success indicator, data scope, users, go/no-go.
02
Implementation
Configuration or development, integrations, tests with your teams, a demonstration every week.
03
Handover
Training, documentation, access and code handed over. Indicator measured at 30 and 60 days.
Request
Let's talk about “Document management and repository”.
Describe your situation in a few lines. Reply within one working day, with a 30-minute slot to check that this solution is the right one, and a written fixed price if it is.
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Electronic signature and contracts
Self-hosted Documenso or SaaS: contracts signed, filed, found.