Secure & Centralized Storage

Document Management System

The Document Management System (DMS) in our organization is created to organize how your team handles, retrieves, and stores files. User management and employee profiles are made simple, allowing teams to securely push and pull important documents.

Enterprise Capabilities

System Features & Modules

The Document Management System provides a comprehensive solution for handling documents across your entire organization with complete access control and setup flexibility.

Document Management Implementation

The Document Management System is the best solution to ensure structured file handling throughout your organization. Softrack's experienced team provides full setup and implementation support services.

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User Management

  • Role-Based Access: Customize permissions for different roles to ensure everyone sees only what they need.
  • Dedicated User Profiles: Manage users effectively with individual profiles containing essential information like name, role, and department.

Employee Profiles

  • Complete Records: Profiles contain contact details, job functions, and a historical log of document access.
  • Departmental Integration: Links profiles directly to departments to foster team synergy and easy document sharing.

Deep Setup & Categorization

Structured options to keep all organizational files organized and discoverable.

Catalogs

Categorize documents into high-level catalogs to enhance overall visibility and ease of navigation.

Categories

Sort files systematically for quick searchability, quick filtering, and efficient organization.

Document Types

Define specific document types (e.g., contracts, reports, invoices) to streamline uploading and management.

Document Upload, Sharing & Access Controls

Transparent collaboration while safeguarding confidential information.

  • Simplified Upload: Users can effortlessly upload or re-upload required business files and application documents.
  • Departmental Visibility: View files within relevant departments instantly, maintaining a transparent workflow.
  • Read Permissions: Restrict sensitive documents so only users with explicit Read Rights can view them.

Explore More

Pair Document Management with HelpDesk for a connected support & records workflow.

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