Document workspace
Edit Word documents on screen, save drafts and prepare new revisions. Manage the editing team within central permissions.
Prepare procedures and instructions in a workspace, then follow review, approval and publication. Employees access effective documents in a separate library within their permissions.
Prepare procedures and instructions in a workspace, then follow review, approval and publication. Employees access effective documents in a separate library within their permissions.
Edit Word documents on screen, save drafts and prepare new revisions. Manage the editing team within central permissions.
Define participants, completion rules and target durations in staged workflows. Follow reviews, approvals and rejections in the activity history.
Publish an approved revision through a separate publisher step or schedule it for a later date. Preserve publication notes and previous revision history.
Find effective documents by code and title in a library separate from preparation. Draft changes do not alter the publication distributed to employees.
Select company users who can access a publication. Track explicit acknowledgments and reading reports per publication, without treating a view as confirmation.
Separate viewing, editing, publishing and export permissions. Follow document status through activity history and emergency suspension with a required reason.
See each section’s role before choosing your plan. The plan comparison shows what is included and what is not.
Edit Word documents on screen, save drafts and prepare new revisions. Manage the editing team within central permissions.
Define participants, completion rules and target durations in staged workflows. Follow reviews, approvals and rejections in the activity history.
Publish an approved revision through a separate publisher step or schedule it for a later date. Preserve publication notes and previous revision history.
Find effective documents by code and title in a library separate from preparation. Draft changes do not alter the publication distributed to employees.
Select company users who can access a publication. Track explicit acknowledgments and reading reports per publication, without treating a view as confirmation.
Separate viewing, editing, publishing and export permissions. Follow document status through activity history and emergency suspension with a required reason.
The Knowledge Center shares team knowledge and guide pages. DMS separately manages document revisions, reviews, approvals, publication, distribution and reading acknowledgments using its own document workflows. Availability depends on the company's module coverage and central user permissions.
Module coverage varies by plan. Compare the full module tree on the pricing page. Your company administrator also controls who can view, create, edit or delete records.
Sensitive information, such as WhatsApp message content and integration credentials, is stored encrypted and used securely during authorized operations. You decide which information your team can access.