Documents
Preview
You can easily preview the file formats such as images, videos, and PDF files
Chat
Ping your users and discuss documents. Create activities and track them along with the activities that are being done in the document.
Links
Upload your all necessary documents in the form of link.
Owners & Contacts
Assign documents to your users, vendors, or customers, or you can even assign them to your Business4x records
Spreadsheets
Create your own customized spreadsheets or continue working on a the previous one.
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Organize
Folders
Each folder can be defined with its own tags and actions.
Tags
You can easily set multiple tags on each structure document per folder.
Resources
You can link documents with resources that are integrated into the document management system.
Easy filters
Share with your users the filters that you like the most. You can also define your filters.
Split PDFs
You can also split a PDF file that contains multiple pages, which become useful when you scan documents in batch form.
Work in Batch
Create a set of documents and tag, preview, and launch them to work in batches.
Trash
Those documents which are useless now and are no longer needed, you can also delete them. Deleted documents can remain in your system's trash for up to 30 days and you can also restore them for another 30 days. After 30 days it will automatically delete your trash.
Access Rights
You can also easily give privileges to your users for each folder.
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Collaborate
Share Folders
Give the user access and permission to preview, download and upload new documents through the shared workspace portal.
Share Documents
If you want to share your documents with your customers and vendors, then create a list of all of them and send the document list to your customers and vendors. You can also keep the validation date of the document.
Email Gateway
Set your scanner to send PDF files to specific emails. The files that are scanned will automatically appear in your workspace. Define your specific rules to set tags and folders on auto mode according to email.
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Workflows
Customized Actions
Create documents, process bills, sign, organize files, and define automated actions based on folders or contacts.
Lock / Unlock
In this software, you can also put lock on your files so that you can tell the users that this specific document has been modified.
Document Requests
Ability to create "missing documents" and organize them like documents to remind people to upload them.
Validation Process
Use tags and automated actions to simplify custom validation.