New functions for document management in cloudplan will soon be available to you. This includes document workflows, electronic signatures, global search and contract management functions.
You can map the entire life cycle of a file with a number of new functions and find and analyze data across all of your company data with a powerful search.
Categorizing and adding attributes
Attributes can be added to each file manually or automatically so that individual or combined attributes can then be found using a search function.
Adding attributes manually
Automatically assigned attributes
For each folder, you can either assign certain previously defined attributes such as “confidential”, “internal” etc. to the newly created documents, or attributes are added by the system when the workflow is terminated.
You have the choice between a workflow in which all signatures are made on a single document, or one document is created for each signer.
The form and signature fields can be freely placed in the document.
Users can sign on their smartphone, desktop, by scan or text.
Various use cases such as company, purchase or guarantee contracts can be covered as well as e.g. the confirmation of a new DSVGO agreement with employees.
Create forms based on existing documents that can be used as templates, or create new workflow forms with your own fields. These can contain input fields, the contents of which you can search for after completing the workflow.
For example, information requested by a user in a form during a workflow can be stored in individual “tags” which can be searched for later.
Special attributes are offered for managing contracts, which make it extremely easy to find and process. For example, you can search for expiring contracts in the near future or have automatic reminders sent to you.
You can combine as many contract attributes as you like in a search, such as department, closing date, outgoing / incoming amounts, cost centers, etc.
Store on your own infrastructure with 100% data sovereignty.
Diverse options for mapping internal processes
All new features will be available shortly.
Full integration through integrated eSigning without the need for additional products
Millions of documents are searched globally in a very short time.