What does the application Documents do?

Modified on Mon, 19 Sep, 2022 at 4:41 PM

The application is a document storage solution that allows you to:

  • Store and share all personal and business-related documents
  • Simplify the document exchange between practitionners and business
  • Reduce processing costs
  • Easily access documents through the portal or the mobile application
  • Secure documents thanks to the ISO-27001 standard


What are its sections?

  1. 3 archive spaces:
    • My documents: private space only visible by yourself
    • Companies: shared space for documents related to a company. This space will be accessible by practitionners  with access to the company and to the company’s own employees/partners with their portal accounts
    • Users: individual space shared between practitionners and yourself. The purpose of this space is to exchange personal documents such as the civil status or personal taxes
  2. A central zone for navigating through the various folders and documents in the selected area
  3. A search bar to find folders or documents
  4. A control panel:
    • The document/folder details
    • The document/folder activity
    • Available actions

 


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