This function allows users to tailor document management in an individual, ordered way using the overview of uploaded documents and comprehensive functions for filtering, sorting and grouping. Choose whether to upload documents directly to WINPACCS Cloud or link them from external document management systems (DMS). The document management function can be adapted to meet user requirements.
In the workplace today, fast-tracking documents from a well-structured source is essential. WINPACCS addresses these requirements with its document management function and enables users to store documents in WINPACCS Cloud from external sources or to upload them directly in the application. The required documents are thus stored centrally and can also be filtered, sorted and grouped in line with individual requirements. Documents can also be filed directly with the data they refer to, such as project master data, donors, partners, bank details, etc. and are also accessible in the document management overview.
In the Document management overview, users are shown all the documents that are stored or linked in areas for which they are authorised. In order to upload or view documents at other locations (for certain data), a user simply needs to be authorised for access to that respective area.
In order to customise the Document management function, users need the "Organisation administrator" role.