Document Management With
Odoo - ITISeasy.docs

Why are you still struggling with file sharing and duplicate files with the same content? And then the search for the right file... With ITISeasy.docs, everything is much better, faster, more organized, easier, and above all... SECURE. Because it's your data.

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Due to chaotic filing systems in companies, whether on network drives, local PCs, or even in emails, it's often very challenging to locate documents and utilize the information contained within them. This leads to both increased effort and the risk of different file versions.

However, this inadequate document management becomes a thing of the past with ITISeasy.docs. The document management system assists you in organizing and securely finding, editing, and managing your documents within the company. All of this is easily achieved through a web browser, making it accessible from anywhere and on all devices.

Let's take a brief tour of what ITISeasy.docs has to offer. Not everything that's possible is included here, but you'll get an overview. If you want to learn more, please contact us, and we'll show you the whole system live, free of charge, and with no obligation.

The ITISeasy.docs Homepage

After logging in, you'll arrive at the ITISeasy.docs homepage, which is visible on the homepage you likely came from or your "ITISeasy.docs dashboard." Both serve as the central starting point for your journey through the documents.

Creating A New ITISeasy.docs User

In the administrator console, you can create groups and users locally. Alternatively, you can use the new ITISeasy ControlCenter for a unified and centralized user and group management.

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ITISeasy.docs User Data

Here, you can find the section for general user information. You can add users to groups here.

ITISeasy.docs User Profile

In the user profile, you have the opportunity to save additional details and information about the user.

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Dashboard

Customizing views. Each user has the ability to create their own homepage within ITISeasy.docs, ensuring that the most important information is readily visible to every employee at a glance...

Demo

Customizing your own ITISeasy.docs homepage

In addition to the content of the user's dashboard, the layout of the page can also be individually configured. This way, the information is displayed accordingly as well.

ITISeasy.docs Dashboard

Here is an example of a composite dashboard.

Demo

Language Settings

ITISeasy.docs also supports various languages. Since it is a browser-based application, the language of the browser settings is automatically applied.

Demo

Specific Questions Or Requirements?

As the creators of ITISeasy.docs, we are happy to discuss your plans with you.

Files And Documents

ITISeasy.docs - My files

In this section, you can view your own folders and files.

Uploading In ITISeasy.docs

In document libraries, you can upload any files. You can use the upload wizard to select the file or simply drag and drop it into the desired folder.

Demo

Document Properties And Actions

On the documents themselves, you have various properties or metadata available that are stored for the documents and are also accessible in the search.

You will also see associated workflows for the documents, as well as the versions of each document.

Document campaigns offer you a variety of editing options.

Permissions In ITISeasy.docs Users, Groups, Sites, Folders And Documents

Managing documents also includes the responsibility to ensure that documents are accessible only to authorized individuals. In ITISeasy.docs, there are various ways to manage permissions for pages, folders, and documents.

Calendar In ITISeasy.docs

You can view and maintain your scheduling and payment dates from workflows in the calendar. The creation of new dates is easy and fast.

Calendars can, of course, also be used as team calendars to optimize information distribution and collaboration within a team.

When connected to other systems, such as your ERP system, calendar entries can also be synchronized. We have, for example, our ITISeasy business-docs module as a solution for that.

Demo

Permission For Employees

To simplify the allocation of permissions, roles are available that you can assign to an employee to include them in a group.

Demo

Permissions For Folders And Documents

To create a finer permission structure, access rights can be granted not only at the level of entire pages but also at the level of folders and documents. This allows you to precisely specify who is allowed to view and/or edit which information.

Any Questions About ITISeasy.docs?

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Search Features - Searching In ITISeasy.docs

Finding instead of searching for a long time. In ITISeasy.docs, you have a powerful and fast search function that guarantees you'll find what you're looking for. Thanks to full-text indexing, you always get the right search results.

Search Results

Even if you don't know the file's name, with full-text search, you can enter only parts of what you're looking for and still receive all the relevant search results.

Demo