Document management

Eliminate the need for paper filing with the ultimate online document storage system.

Enjoy quick access to almost any type of document or file, from anywhere in the world, right from within your évoSuite software.
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Store and protect

Store over 70 different types of files including video, design artwork, Word, PDF, Excel, PowerPoint and more.

Protect your documents by storing them on our cloud-based servers or in your own SQL database.

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    Reduce your own storage requirements.

     



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    Ensure your documents are safe from theft, fire or natural disaster.

     

     

    
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Categorise

Categorise or tag your documents and display them in different areas, making it easier for intended users to search for documents.

Control security access

Publish and control security access via the internet. Ensure only authorised people (suppliers, clients, etc) can view and access certain documents online.

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Advanced functionality

Check-in and check-out documents, ensuring you have uninterrupted access when making amendments. 

Interface with other modules, relate a document to a client, supplier, project or opportunity for intelligent online filing.  

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  • Load and relate a document to a client, supplier, project or opportunity for intelligent online filing.

     


  • Check-in and check-out documents for uninterrupted access when making amendments.

     

    
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Module interface

Interface with other modules like Announcements or Newsletters to send documents with your communications.

Document search

Quickly access the right document by running a search in multiple places including a general document search or refine your search further in the client or tasks sections.

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