Automated Documentation
Handles storage, categorization, metadata tagging, and auto-generation of compliance agreements, permits, and financial documents. Connects files directly to customers and projects.
Key Capabilities
Auto-generated PDF proposals, agreements, and invoices.
Unified taxonomy categorizing contract, permission, and identification files.
Secure file upload and metadata tracking (user identity, file size).
Relational tagging linking documents directly to CRM customers/projects.
Frequently Asked Questions
Is file size limited?
By default, the document uploader enforces strict validation rules on file sizes.
Is document template customisation supported?
Yes, administrators can customize standard document templates with custom CSS-like styling and layout parameters.
How are access permissions governed for documents?
Governed via RBAC roles, preventing unauthorized access or download of sensitive contracts and invoice documents.
Can we track document version histories?
Yes, every update creates a new document version with timestamp and user modifications logged to the system audit trail.