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Document Management
 
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.

 
   

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