Documents are generated automatically when specific actions occur, such as task creation or approval. This saves time and ensures that no critical compliance documentation is missed.

• Trigger generation on key workflow milestones.
• Eliminate manual entry errors.
• Reduce repetitive tasks for employees.
• Keep all documentation up-to-date seamlessly.

Certain documentation may require approval or review from different stakeholders, and our interfaces are built to handle this aspect.

• An approval/review path is automatically generated when the trigger action is completed
• The first stakeholder gets a notification and is prompted to enter comments or add his digital signature
• The second stakeholder in the path gets a notification and so on.
• Each step in the path can be configured for which details can be edited or entered.

All documents align with client-specific templates, including logos and formats. This feature ensures that your brand’s identity as well as requirements for compliance is maintained.

• Use pre-approved templates for uniformity.
• Reflect your own or client branding accurately in every document.
• Present a professional image to stakeholders.
• Ensure compliance

An intuitive storage system categorizes and indexes documents for quick and hassle-free retrieval. This is especially useful during audits or when immediate access to files is required.

• Implement advanced search functionality.
• Organize files by project, client, or date.
• Ensure secure access based on roles.
• Streamline audit preparations.

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