"Document Management" subsystem is designed to automate the internal
and external document management of an organization and enterprise.
The subsystem allows you to have access to all documents of the organization and enterprise in any time and in any place. Also, "Document Management" allows you to control the execution of documents and has a flexible panel for setting notifications and subsystem settings.
The subsystem provides the following main functions:
Additional functions of the subsystem:
Formation of messages about the approaching date of
the occurrence of certain events (expiration of the waiting period for a
response to an outgoing initiative document, expiration of the deadline for the
execution of an (incoming, internal) document, etc.), as well as their
processing, is carried out using the subsystem for generating and processing
The formation of the necessary output documents with the possibility of saving them to a file, printing is provided by the subsystem for generating output documents, statistical reports.
When registering documents, registration cards with credentials for documents are generated and stored in the database.
It is possible to establish a link between registration cards.
The formation of the necessary registration indices (corresponding to different registers) is performed depending on the features of the document:
To control the execution of documents and instructions, control cards are formed and stored in the database (with attachment to the corresponding registration card), allowing you to enter information about the manager, executors, co-executors, controllers, etc.
When working with envelopes, notifications, etc. the possibility of printing is provided:
Data entry is preceded by the choice of envelope size.
The search filters implemented in the subsystem ensure the construction of lists of documents: incoming, outgoing, internal, under execution by the user, under the control of the controller, etc. providing transition to the selected document (card).
Access to documents is provided not only as a result of a search, but also by organizing their storage in virtual folders (linked to departments, employees, broken down into incoming, outgoing, internal, controlled, etc.) displayed in the user interface.
The workplace, which provides access to the functions of the subsystem, by default (when entering it) provides the user with information about the documents for which he is the direct executor.
The state in which the document is located (on execution, completed, etc.) is visible by the color with which it is displayed in the line of the generated list.