SOLUCIONES / Document Management System (DMS)

Document Management System (DMS): From preparation to publication, keep the current document within reach.

Prepare procedures and instructions in a workspace, then follow review, approval and publication. Employees access effective documents in a separate library within their permissions.

HECHO PARA TU TRABAJO DIARIO

Document Management System (DMS)

Prepare procedures and instructions in a workspace, then follow review, approval and publication. Employees access effective documents in a separate library within their permissions.

01

Document workspace

Edit Word documents on screen, save drafts and prepare new revisions. Manage the editing team within central permissions.

02

Review and approval

Define participants, completion rules and target durations in staged workflows. Follow reviews, approvals and rejections in the activity history.

03

Publication and effective revisions

Publish an approved revision through a separate publisher step or schedule it for a later date. Preserve publication notes and previous revision history.

04

Employee library

Find effective documents by code and title in a library separate from preparation. Draft changes do not alter the publication distributed to employees.

05

Distribution and reading acknowledgments

Select company users who can access a publication. Track explicit acknowledgments and reading reports per publication, without treating a view as confirmation.

06

Permissions and traceability

Separate viewing, editing, publishing and export permissions. Follow document status through activity history and emergency suspension with a required reason.

DEL PRIMER PASO AL SEGUIMIENTO

Un flujo de trabajo que su equipo puede seguir.

  1. Prepare the document and select its editing team.
  2. Complete review and approval before handing it to the authorized publisher.
  3. Distribute the publication and track views separately from explicit reading acknowledgments.
UNA SOLUCIÓN, SECCIONES CONECTADAS

Explora lo que hay dentro.

Vea la función de cada sección antes de elegir su plan. La comparación de planes muestra lo que está incluido y lo que no.

Antes de empezar.

How does DMS differ from the Knowledge Center?

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.

¿Están todas las secciones disponibles en todos los planes?

La cobertura del módulo varía según el plan. Compare el árbol de módulos completo en la página de precios. El administrador de su empresa también controla quién puede ver, crear, editar o eliminar registros.

MANTENGA SU TRABAJO CONECTADO

Funciona mejor juntos.

TU PRÓXIMO PASO

Encuentre el punto de partida adecuado para su equipo.

Comparar planes ↗

La información de su empresa, protegida con cuidado.

La información sensible, como el contenido de los mensajes de WhatsApp y las credenciales de las integraciones, se almacena cifrada y se utiliza de forma segura durante las operaciones autorizadas. Usted decide a qué información puede acceder su equipo.