Distribute critical documents,
fast, from anywhere.
One place
for your latest documents and tools
Anytime
accessibility from anywhere in the
world
Public
and Private Document Management
Document Management
in Worlddo allows you to collaboratively manage
the content that drives your business using
a common repository. This results in facilitating
more consistent and effective customer communications
across the entire customer life cycle.
Attach a Document to an Email with one click
Use the Send Email button to
attach a document to an email, and send it
off to anywhere in seconds. Send off an important
products brochure to a client or staff member
who needs it now -- no matter where you are.
Public (Organization Wide) & Private Document
Management
In Worlddo, you can manage public
and private documents -- with just one quick
click to select the folder type.
Version Management
Documents of the same name
can be uploaded with varying user, date
and time stamps for version management.
Customer Documents and Audit Trails
Document Management goes
beyond a central repository of information
and documents. Need an old estimate sent
to a customer now? Simply go to the Files
tab in a Client Record, and see the complete
Audit Trail of all quotes, invoices, and
more. Check the document, click Send by
Email and you're done -- all from anywhere.
Lead Documents and Audit Trails
Upload documents that are relevant to Leads
in a Leads folder, generate a Quote and leave
a copy of the quote on file. When a Lead is
converted to a Client, all existing documents
associated with the Lead are retained and copied
over to the new Client record.
Supplier Documents and Audit Trails
Keep copies of Purchase Orders and other files
associated with Suppliers in one place.
Who Updated What?
All documents uploaded are clearly identified
with name of person who uploaded the document,
date and time of upload. So you always know
what's going on, or can ask the right questions
if you don't.
Anywhere 24/7 Access
It doesn't matter where you
are, you can always download the brochures,
estimates, and other important information
you need. Anywhere. Anytime. You can also
access new information just uploaded by staff
on the other side of the world -- instantly.