Document ManagementControlled documents and SOPs: versions, review and approval with e-signatures, editing in the browser, controlled printing and an append-only audit trail.
Every SOP, specification and record in one controlled place - the right version in front of the right people, approved with electronic signatures, and every print accounted for.
Document Management, in detail
Controlled documents
SOPs, specifications, protocols and forms, each with its number, version and effective date.
- Draft, review, approval and effective states
- Check out to edit; nobody else can change it meanwhile
- Review and approval signed electronically
- Retention periods per document type
Edit in the browser
Open Word, Excel and PowerPoint files and edit them without leaving the ERP.
- Office editing in the browser (with the optional document server)
- Controlled documents open for editing only when checked out by you
- Word templates for printing records - purchase orders and more
Controlled printing
A controlled document prints only when it is approved - and every copy is counted.
- Each copy stamped with who printed it and when
- Every print on an append-only copy log
- Printing allowed only for approved versions
Files for everyone
One Files app replaces shared drives and email attachments.
- My files, shared folders, controlled documents and print templates
- Tags and links between documents and ERP records
- Recycle bin: deleted files can be restored
- Network drive access (WebDAV) for those who need it
SOP authoring with AI drafts
Write SOPs to your own house style, with the assistant preparing a first draft.
- Your SOP-on-SOPs rules kept as data the assistant follows
- Drafts in Word, Excel or PDF per role
- Always a draft: a person reviews and approves
- Invented figures caught and sent back
Audit trail
Who did what to which document, and when - kept for good.
- Append-only: entries cannot be edited or removed
- Changes, downloads, prints and signatures recorded
- A document that has been read can never be deleted
Step by step
- DraftWritten or prepared with the assistant
- ReviewReviewers comment and sign
- ApproveApproved with an e-signature
- TrainTraining raised for the people concerned
- EffectiveReleased on its effective date
- RetireSuperseded and kept for its retention period
Controls built in
- Electronic signatures checked against the signer's password
- Append-only audit and print logs
- Role-based access to every folder and document
- Approved versions cannot be changed - only superseded
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Open the live demo and look around, or talk to us about your plant.