Business Automation / Document Management System
A centralized system to store, organize, version and retrieve business documents, with access control and search built in, replacing scattered shared drives and email attachments.
Why It Matters
Documents scattered across shared drives, email attachments and personal folders get consolidated into one library, organized by department and document type, so anyone with access can find what they need.
Each change to a document is kept as a new version rather than overwriting the last one, and access is limited to the people and teams who should be able to see or edit it.
Identify the documents each department creates, edits and needs to find.
Organize by department and document type, matching how your teams work.
Decide who can view, edit or approve each folder or document type.
Move documents out of shared drives and email attachments into the library.
Find any document by name, type or content, instead of searching an inbox.
One library for documents that used to sit across drives and inboxes.
Find a document by name, type, folder or content in seconds.
Every edit kept as a new version, with the previous ones still available.
Only the people and teams you choose can view or edit a document.
Existing files moved out of scattered drives and email attachments.
A record of who viewed, edited or approved each document.
Folder structure and access rules are built around your departments before any file moves.
Version history is kept from day one, so past versions stay recoverable.
Permissions are set by team and role, not left open by default.
The library mirrors how finance, HR and operations already organize their work.
Existing files are moved out of shared drives and email attachments as part of the rollout.
A centralized system for storing, organizing, versioning and retrieving business documents, with access control and search, replacing shared drives and email attachments as the place documents live.
A shared drive stores files but rarely tracks versions, controls access by role, or makes content searchable. A document management system adds version history, access control and search on top of central storage.
Existing files are migrated out of shared drives and email attachments into the new library as part of the rollout, organized into the folder structure agreed with your teams.
Access is set by role or team, so only the people who should be able to view or edit a document, or a folder of documents, can do so.
Yes. Documents can be searched by name, type, folder or content, so a document does not need to be remembered by an exact file name.
No. The document library sits alongside your ERP or CRM, and can link documents such as contracts or invoices to the records they relate to.
Related
The other services in this section, and related pages from TCB Infotech.
No commitment. See a folder plan before you decide.
