Document Management
Every document, the latest version, the right access.
A document archive with versioning, recovery of deleted items, secure share links and storage quota; and an internal knowledge base.
In all plansWeb, Android and iOSConnected to 2 other applications
What changes
Letters, approvals and resolutions; the route is always visible.
TodayWith Document Management
Letters in email and print; nobody knows where they are in the process.Letters with a number, referral and digital signature; the route is always visible.
Approvals wait outside the manager's door.One inbox for all approvals; from web or mobile, anywhere.
Meeting resolutions stay in a notebook.Minutes with resolutions, owners and deadlines; automatic follow-up.
Capabilities
What it makes simple
Every capability works on the same shared data; anything recorded here appears instantly in reports, the inbox and Liana.
Video tutorial in the Academy- 1
Versioning
All versions preserved. - 2
Access
By role and unit. - 3
Secure link
Sharing with a signed link. - 4
Knowledge base
Internal guides and documentation.
In the organization's workflow
One set of data; no number is ever entered twice.
Document Management exchanges data with its neighboring applications, and every event reaches the inbox, reports, Liana and mobile.
Takes and gives dataCorrespondenceTemplates, referrals and indicator numberingBoard of DirectorsBoard meetings and resolutions
Document ManagementVersioning and accessOne set of data · One sign-in
And always inInboxEvery approval and referral, in one placeReports and dashboardsInstantly, with no exporting
Mobile appInbox and approvalsLetters and referralsMeeting resolutions
Liana AI
Ask Document Management in your own language.
Liana answers from this same data, with the same access you have, and links every number to its source document. On web and mobile.
More about LianaWhat is waiting in my inbox?7 items; 3 urgent: the payroll entry, the Pars Trade financial proposal and the sales manager's leave.
What happened to last week's meeting resolutions?5 resolutions; 3 done, 1 in progress, 1 overdue (owner: purchasing).
More Office Automation applications
All applications ←Try Document Management with your own data.
14 days free, with all other applications and Liana AI. Bring your data in with Excel or start with sample data.
No upfront paymentAn onboarding specialist alongside youFull data export at any time
Your first day with Document Management
1
Users and rolesInvite the team
2
First letterTemplate, number and referral
3
Inbox on mobileA notification for every approval