Document Tracking & Management

Inward & Outward Document Management

Papers in and papers out, linked to their task, with returnable and original tracking both ways.

Features
6
Reports
13
Availability
Included
Category
Document Tracking & Management

See Inward & Outward Document Management at work

A walk-through of its main features. All 6 features and 13 reports are listed below.

What is in this module

Every report this module producesNamed and listed in full, with the question each one answers.

  1. 01
  2. 02

    Returnable Inward Option

    Mark what has to go back, issue a receipt when you take it in, and track what has been returned and what is still with you — the audit-originals problem, solved.

    What you can do here

  3. 03

    Linking of Inward with Tasks

    See whether a task already exists against an inward entry, and link it so the entry shows up inside the task.

    What you can do here

  4. 04

    Outward Dashboard

    4 reports tracking documents leaving the office by any mode — hand delivery, courier, WhatsApp or email.

    Reports from this screenSee them in the catalogue

    Actions you can take from this screen

  5. 05

    Returnable Back Outward Option

    Mark what must come back when it goes out, and track what has returned — the answer to chasing documents sent for client signature.

    Reports from this screenSee them in the catalogue

  6. 06

    Option to Mark Original Documents

    Flag originals separately on the way out so they are always tracked first. Print the outward receipt and take a signature from whoever collects them.

    Reports from this screenSee them in the catalogue

    Actions you can take from this screen

← All features

Features

  1. Inward Dashboard
  2. Returnable Inward Option
  3. Linking of Inward with Tasks
  4. Outward Dashboard
  5. Returnable Back Outward Option
  6. Option to Mark Original Documents
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