Document management menu

The menu items found in the document management menu, together with the associated functionalities, track the whole life cycle of each document, from initial saving all the way to archiving.

Dashboard

Dashboard provides quick and easy access to the most important functions necessary for dealing with daily document management tasks. Register your incoming documents, assign document preparation tasks, track your jobs associated with current documents!

The main functions accessible on Dashboard:

• Rapid registration of documents

• Task assignment

• Individual job list

• Rapid document search

Document list

The documents saved in TriDoc together with the chief metadata associated with them can be displayed with the help of the document list. The list can be screened using various parameters, then printed or exported as required by pressing a single button.

Would you like to finalise, approve, reject or delete your documents from the system in groups? By highlighting the appropriate documents from the list, you can even perform these functions on several dozen documents at once.

Document registration

When company documents are registered in TriDoc, a document datasheet is created where all the metadata associated with the document are recorded. You can even store several versions of each document in its document datasheet, then track the saved versions with the help of document history.

Three level version management: The TriDoc system provides each entered file with a three-level version number, which is either entered by the user or generated by the system itself. In both cases, it is guaranteed that the document will be saved with a version number larger than that of the latest version.

Linking documents: Link your logically connected documents together. Link fulfilment certificates with your registered contracts, as well as receipt dockets and issued invoices!

Teamwork support: In the case of teamwork, the TriDoc system takes care that rival editing of a given document does not occur, and it is also possible to track who is editing the document at a given moment in every stage of the teamwork.

Individual document types and categories: Create individual document types and categories in accordance with your company's requirements! Fashion a unified documentation arrangement for your company!

Approval processes

Define individual approval processes for your various document types! Enter which colleague has to approve the given document types and in which order.

The approval route can be in parallel or in series, or a combination of these, where it can be entered separately in the parallel branches that every person responsible must approve the document. A deadline can be assigned to the given workflow, on the expiry of which an automatic warning is generated for the previously entered person and for his superior.

With the help of advanced approval, you can determine any number of approvers on any number of approval levels for your workflows.

My approval tasks

Track your current approval tasks on your approval job list. Check which documents are waiting for approval, as well as those which are already late in being assessed.

With a click you can check the core data for the documents to be approved as featured in the list, and the attached files, as well as the assessments given by the other users, then you can even assess the selected document immediately.

Document history

Would you like to know how many documents were rejected / approved by your colleagues in the past month?

With the help of document history, every display, modification, lock or unlock, approval or rejection associated with every saved document datasheet or version can be displayed. The various log events can be displayed in connection with date, user, project, or even document categories.

If you reach this menu item from a document datasheet, you can examine the detailed history of the given document on the list screen.

Log entries screened according to various conditions can be exported from the system if required.

Archive - Search

You can store your electronic documents and information associated with these securely and in traceable form in the TriDoc system. The security of documents which must be retained for several years is guaranteed by technology related to the TriDoc database.

The various versions associated with the saved document datasheets can be searched quickly and easily in the TriDoc document archive based on the most important information found in them.

Document statistics

Always keep up to date with the chief indices related to the documents produced and saved by your company with the help of the TriDoc statistics functions.

Basic statistics functions found in the TriDoc system:

• Number of new documents - Development of the number of recently entered documents and document versions with monthly breakdown.

• Total number of documents - Development of the total number of documents and document versions entered into the system with monthly breakdown.

• Average waiting time by categories - The average approval or preparation time for documents by document categories.

• Average waiting time by persons responsible - The average approval or preparation time for documents by persons responsible.