Document Management module

Centralize and manage all documents according to your own structure

  • Add structure to your digital library by grouping your documents according to type.

  • Define who has control over each source document.

  • Use Microsoft Office 365 to edit your documents online (WOPI).

  • Use version control and status tracking to review documents.

  • Make publications and share them with specific target audiences.

  • Archive documents that are not currently useful.

  • Create standard templates in order to create new documents quickly.

  • Generate bundles for grouping documents by subject.

  • Use shortcuts to make documents quickly available in other modules.

  • Integrate with Microsoft SharePoint Online to save publications.

  • Export your favourite documents to the mobile app for offline use.


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Claims Management & Insurance

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