Document Management Module is used to securely store, attach, organize, and access business documents directly within the ERP system.

Document Management Features

• Attach documents to any transaction (invoice, bill, order, etc.)
• Store files securely in the system
• Upload multiple documents per record
• Easy document retrieval and search
• Link files with customers, suppliers, or projects
• Centralized document storage
• Role-based access control for documents
• Secure file handling with user permissions
• Audit trail for document activity
• Cloud-based access from anywhere

Key Functions

• Upload invoices, receipts, agreements, and reports
• Attach supporting documents with financial entries
• View documents directly from related transactions
• Keep all business paperwork organized in one place
• Control who can view or edit documents

Benefits

• No paper-based file handling
• Faster document access
• Better organization of business records
• Improved compliance and audit readiness
• Secure data storage
• Reduced risk of document loss

Suitable For

• Accounting firms
• Trading companies
• Manufacturing businesses
• Retail businesses
• Service organizations
• Multi-branch companies

This module ensures that all financial and operational documents are properly linked, securely stored, and easily accessible within the ERP system.