Documents

What it does

The module carries a document from draft to archive: approval route, signature, registration, execution and retention.

Document types and routes are configurable: a rule adds the right approver by itself, and every step carries its own deadline.

Capabilities

• document register with views, search, attachments and a closing checklist
• lifecycle from draft to archive, with return and cancellation against a stated reason
• document types with rules: approval, signature, registration, execution, mandatory attachments, confidentiality levels and retention classes
• routes with a deadline per step and conditional steps, for example an amount above a threshold adds the finance officer
• handing over a step and pulling in an extra specialist mid-route, with justification and without resetting the deadline
• electronic signature with a control fingerprint and confirmation by a code from an authenticator app
• registration numbering, document templates with auto-fill, supplementary agreements
• indicators: average document cycle, deadline compliance, share of returns, bottlenecks by role

What the company gets

• a document does not get lost: it is clear who holds it and how long it has been there
• a signature is backed by a fingerprint and a code, not by a scan in an email thread
• confidential documents are not visible to others, and every viewing is logged
• retention and execution are tracked without manual reminders