Documents

Managing Documents

With good document management built in, Dellegance  provides significant advantages over physical paper storage or unstructured management of electronic documents using windows  explorer or similar. When a document is stored into Dellegance, its location and other key attributes are automatically assigned through the use of user configurable document types.

 

Key features of Documents

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Document Types

Document Types are assigned to one of the three pillars and areas within them ensuring they are visible where you would expect to find them;

Auto Deletion

Destruction at birth (defaulted from document type) can be set. This is useful with GDPR compliance.

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Auto Expiry

Documents can have an expiry date to enable automatic notification when a document requires refreshing;

Recycle Bin

Deleted document can be recovered via a two-stage recycle bin;

Versions

Versions can be enabled to allow historical change to be kept and restoration of old doc versions;

Secure Links

Dellegance creates read-only secure encrypted downloadable links (with time based expiry built in) to reduce the overheads of sharing both internally and externally.

Templates

Templates allow for the creation of documents from saved user defined templates. Templates themselves can also have versioning enabled.

Auto Notification

Doc’s added to Contracts can be email notified to a linked party’s external email address using a direct downloadable link (based on a self-configured frequency for each document type).