Document Module

The process of production, classification, access to content and information based on knowledge management is one of the necessary and fundamental processes of any organisation that needs to be implemented according to the organisation's needs. In addition to covering all matters related to office automation, secretarial, archiving and document archive management, Teamyar's ERP software documents module enables the classification, reporting and dynamic and advanced search of documents and facilitates administrative correspondence (including all the capabilities of a Comprehensive software for office automation and letter writing). Using this module's shortcuts, you can easily find out what documents need to be read, completed, approved or signed. This information reduces costs and increases productivity by eliminating redundancies, preventing mistakes and forgetting, and saving time. The Teamyar documents module allows you to save files and folders and determine how to access that file or folder by setting user access levels. This module provides the possibility of electronic archiving, retrieval, control of the process of creation and approval of documents in such a way that the records of the activities carried out on the documents can be controlled and tracked, and simple transfer of documents to other personnel and approval of documents using a digital signature. It makes it possible. In this module, it is easy to determine who created, read, approved or signed a file. In Teamyar, the latest version of documents is always displayed. All previous versions can be seen if needed, comparing versions and complete history.

Key features of the documentation module

Personal document management

Connecting the document module with the local folder of the system and the server (repository)

The ability to manage and create smart settings and access folders and documents

Create, edit and manage HTML documents in Docs

Create a document deletion tool with a CSV file

Enabling the "Last" option to display the latest files created in the current folder

Define and change the template, including the header and footer

Debugging, cleaning and importing documents

Registration of issued and imported letters in the documents module

Support for files in various formats in addition to the standard text file of Teamyar

Quick access to documents through shortcuts as well as tree display of folders and documents

compatibility with different devices such as mobile phones and tablets and displaying documents in a responsive manner

The ability to manage settings for displaying MS Office files through Google, Microsoft servers or the organisation's server without the need to download files

Ability to manage and create smart folders to automatically determine approvers, signatories, informants, etc., as well as impose restrictions on document storage such as size, type, etc.

Ability to not change documents after signing

Ability to manage automatic naming settings on documents to personalise and integrate document names

The ability to define different patterns of document printing by using system macros such as users' signatures, organisation logos, date, signer's name and title, etc.

Ability to manage the publication of documents on the site or organisational portal

ECE protocol supports sending and receiving inter-organisational documents with different document management programs

The ability to specify specific folders for customers as well as public folders in the portal, including documents or files in different formats and the possibility of creating files in these folders by customers

The ability to manage to see, edit and restore the created versions of a document and the ability to compare different versions

Create custom fields for documents and folders in addition to the default fields

Creating and editing different forms with features such as designing the layout with different fonts and formats, forcing/optionally setting fields, specifying confidential fields, displaying/not displaying fields, etc.

Preparing reports based on users' desired information on various data analysis charts and creating widgets on the users' dashboard

Classification of documents based on the level of confidentiality and validation of users and user groups in accessing records and, finally, ensuring integrity and confidentiality in transferring and archiving documents.

Managing the organisation's cost reduction by obtaining documents and documents in the form of a planned system and eliminating the use of paper

Management of increasing productivity by providing the possibility of multitasking and displaying and editing documents without the need to download them

The ability to automatically record the history of operations and changes applied to documents

View access details for each document and folder

Create and edit office documents (Word, Excel and PowerPoint) with online office

The ability to create a variety of analytical and composite reports with the help of BI

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