BLOG. SMART PRACTICAL BUSINESS ADVICE

Document Management Preview

We have had the new document management module completed for a while now, but haven’t had the time to blog about it.

The system includes a number of cool features:

  • Full text search of all documents.
  • Apply a template structure to a folder. Say, for example, you have a number of clients. Under each client folder you might have sub-folders called Contracts, Correspondence, Projects, Design and Proofs. The template tool lets you automatically create this folder structure every time you add a new customer.
  • All folders are viewable as a directory tree. Directory tree remembers your last view.
  • All recently uploaded or accessed documents are listed in a “Recent Files” list. If you are frequently accessing the same few documents, this makes finding them each time that much faster.
  • A catalog of files lists all documents, images and files used in other parts of Veetro such as the project management or blog tools.
See all

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