Document Management
A contract lives on the business partner record, not in a folder, and every download is logged.
- 01 Document type
- 02 Upload
- 03 Version
- 04 Permission
- 05 Access log
Tokuva's document module attaches files to records: partners, employees, orders, work orders or assets. Versions are tracked, access is permission-based and downloads are written to the audit log.
Capabilities
Attached to records
Contracts, certificates and drawings live under the relevant record.
Versioning
New versions are added; old ones are never deleted.
Permissioned access
View and download rights per document group and role.
Audit trail
Who downloaded what, and when.
Templates
Automatic documents from designer templates.
A document is part of its record
Where contracts sit in a network folder, two problems follow: nobody knows which version is current, and nobody knows who read it.
Related
Other modules
See it on your own flow, not a slide deck
Give us three of your items, one of your structures and one of your customers. We will run a single end-to-end flow on your data — order, production, shipment, invoice, ledger.