Documents

This system simplifies how teams create, organize, and manage business documents.

📂 Master Your Workflow: Introducing the Mewayz Documents Add-On


Centralize, organize, and control all your business records. The Mewayz Documents Add-On provides a comprehensive, centralized platform for teams to create, organize, and manage business documents with powerful features for project integration, collaboration, and security.

This is the foundational tool for maintaining structured workflows, improving communication, and ensuring all project-related documentation is accessible in one secure hub.


🎯 Key Features for Structured Document Handling:


  • Document Creation & Management:

    • Standardization: Create documents with detailed subjects, type categorization, and assigned responsible users.

    • Unique Tracking: Automatically generate a unique identifier with customizable prefixes for seamless tracking and referencing.

    • Privacy Control: Set privacy levels (public or private) to control document access.

  • Seamless Project Integration:

    • Unified Workspace: Directly associate documents with specific projects, creating a unified workspace where project milestones, tasks, and documentation are all connected.

    • Complete Visibility: Ensure teams maintain complete project visibility by centralizing all relevant reports and files within the project context.

  • Collaboration & Communication:

    • Real-Time Feedback: Use integrated commenting and notes systems to facilitate clear communication and feedback loops. Comments include user attribution and timestamps for accountability.

    • Tracking: All collaborative activities are tracked with user profiles and editing history, ensuring transparency.

  • Advanced Document Features:

    • Status Tracking: Track document progress through customizable workflow stages.

    • Efficiency: Duplicate documents with selective content copying to save time.

    • Professional Export: Use the built-in preview functionality and PDF export for professional presentation and archiving.

  • File Management & Attachments:

    • Comprehensive Attachment: Upload multiple supporting files, images, and documents directly to each record.

    • Security: Control attachment access based on document privacy settings and user permissions.

Ready to centralize and secure your documentation workflow?

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