Document management and shared file management
With projectfacts, you will never again have to search through server structures or e-mail inboxes for the important file that your customer has sent you. In projectfacts, you can always find all files exactly where you need them: In the central file management system, at the project and at the customer. This is one of the many advantages of a networked system. Digitize your company with projectfacts.
work together
Digital collaboration
You can make existing documents in projectfacts available to exactly those team members who should have access to them. This is ensured by the rights system. You can edit and comment on files together and send them internally and externally via projectfacts.
You can manage documents together with customers and partners via the customer portal. If your customer has access to a folder via external access, they can upload files there. An alert function notifies the team when new files have been added to the folder. This is how collaboration works smartly, digitally and securely.
Added value for your company
File management: project documents and receipts
Whether it’s your customers’ documents, invoices, contracts or other expense receipts. projectfacts always has the right place for your digital documents. Using a simple drag & drop function, you can upload files and assign them to customers, projects or invoices. Versioning ensures that you always keep the original documents, even if you change the file. This means you always have an overview.Digital filing secures knowledge
The central file storage in projectfacts allows you to secure your company’s collective knowledge in one software package. A tree structure and different directories help you to keep an overview at all times. The comprehensive search function ensures that you always find what you are looking for. The folder structure from projectfacts can also be integrated as a drive via WebDAV so that you can access the files via Windows Explorer or the Finder, for example.Digitize documents via web app
The pfScan web app ensures that you can record all documents and receipts on your smartphone and upload them to projectfacts.
Whether it’s a construction plan, a project planning sheet or an invoice, with projectfacts you can digitize documents in no time at all. Thanks to the cloud connection, this works practically everywhere:
- in the office,
- in the home office,
- in a cab,
- in the hotel.
With projectfacts, you have access to your files and documents anytime and anywhere. All you need is an Internet connection.
Documents that you already have digitally, e.g. as a PDF, can be imported into the system just as easily. Simply upload the file directly into projectfacts file management using drag & drop. And you’re done.
File management checklist
- Any files
- Online editing
- Any directory structures
- Access rights per file
- Access rights per directory
- Drag & Drop
- Summary
- WebDAV
- Author
- Directory per customer and project
- Private directory
- Internal links to directories or files
- Access rights per directory
- Lock files
- Maximum number of versions available
- Date and creator
- Project directory templates
- Inherited access rights
- Version management
- File surveys
- External linking
- File templates
- Webcam
- Owner
- Tags
- Remark
Manage your data online – quickly & easily with projectfacts
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