The signed slip is found from the order, not by digging through a folder tree.
Access is set by role: HR files do not open from the till.
A deletion goes to the trash and can be restored. Eighteen kinds of records are covered.
What you can do with it
A document attaches to a customer, a supplier, an order or a staff member.
Rules decide where a document lands, so filing does not depend on anyone’s discipline.
A document flagged as shared becomes visible in the customer’s own space, with no manual sending.
Configurable retention, and a restore that also reverses side effects — stock, files, balances.
Who opened, changed or deleted what, and when. Useful for audit and for internal support alike.
How it works
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01
Drop it in
Drag and drop from the record itself, or from the document module directly.
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02
Let the rules file it
The document type and the originating record decide the destination folder.
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03
Find it from the record
The customer record carries its documents. That is where people look; that is where they are.
What you must be able to produce
The OHADA framework requires supporting documents to be kept for ten years. In practice the hard part is not keeping them but finding them: an inspector asks for an invoice from March three years ago, and the answer has to take a minute. Filing by record is built for that moment.
Common questions
Where are the files stored?
On encrypted object storage, served through a signed, time-limited link. A document is never reachable from a guessable URL.
Can I recover a deleted document?
Yes, for the retention period you set. The trash covers eighteen kinds of records, and restoring also puts back what the deletion had undone.
Can I have a document signed?
Not yet. Electronic signature is on the roadmap but has not shipped: today a signed document is uploaded as a scan, like any other file.
