Product in detail

Documents: share with the right access

Instructions people can find without extending permissions unnecessarily.

Your operation

Organise before sharing

Define names, scope and owners. Separate operational documentation from personal files.

Everyday work

Documentation for those who need it

Viewing is limited to the authorised scope. Site instructions can be shared with the assigned team, while a personal file requires different permissions.

The process and its conditions

Within the work

Use site or job instructions. Review how the team finds the right file and who can change it.

Specific requirements

Versioning, signatures, retention and export are not assumed simply because a document manager exists. Ask about each requirement.

Frequently asked questions

Answers about Document Management

Which plan includes it?

Included in Autónomo and Business. Areas organise the product presentation; they are not sold separately.

Who can use it?

Designed for the whole organisation, according to permissions. Access is defined by roles and configuration.

Which conditions should be clarified?

Signatures, versioning and retention require scope confirmation. Not every document is visible to the whole team.

Let us talk about how you work

Tell us what you need to coordinate, review or simplify. We will prepare a demonstration around your company’s needs.