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2.10 Document |
  
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2.10 Document |
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The system contains a comprehensive document management system that allows multiple versions of documents to be stored and categorised inside the system. The documents are then available for use elsewhere in the system (eg emailing, and assigning to products, companies or any other entity).
The document management system allows your business to upload all important documents in a single centrally accessible location. Multiple versions of documents can be stored and categorised flexibly, making them available to employees in the most efficient manner possible.
Once in the system, documents can be used in email marketing campaigns and email template generation. This is vital for sending out quick customised proposals. Simply prepare a template marketing email and attach the necessary documents. When the email is sent, the document will be attached.
Documents can be arranged in either a classical hierarchical list of categories, or more powerfully by flexible 'tags', enabling you to access them in a variety of ways (eg 'proposals', 'Asia', 'Chinese' or 'sensitive').
The flexible document tagging system means you aren't restricted to a hard 'category' structure into which all documents must fit.