Documents – working together in an organized way

In document management, you can easily upload, structure and share files within the team – across projects and independent of individual cases.

This is how it works:

• Create folder structure:
  You can organize your documents in a clear folder structure.
  To create a subfolder, simply click on the desired main folder and then on the plus sign (+).
  If you want to save files in this folder, select the “Intended for documents” option in the pop-up window.

• Check files in and out:

  • Checking in means: You upload a new file to the system. A new version number is automatically assigned with each upload.

  • Checking out means: You download a document. It is locked for others so that changes are not uploaded at the same time.

• Version history:
  Each file has its own history. This means you can always see who changed what and when – and can retrace previous versions if required.

With document management, you always have an overview – and everyone in the team works with the latest version, without chaos.