Record context
Link documents to customers, contracts, employees or transactions and choose useful search fields.
AKS LAB
Make your archive a workflow.
Design classification, versions and access together.
Overview
Separate version from approval
The latest upload is not necessarily the approved version.
Control access
Create a permission matrix by document group and job role, including departing users.
Start with a pilot
Migrate one document type and validate search, access and relationships before expanding.