Before we begin: take a look at the processing of your personal data

If you visit a site that records cookies, a small text file will be created on your computer and stored in your browser. The next time you visit the same page, it will help you connect to the web faster. Our website will offer you relevant information and make it easier for you to work.

We mainly use cookies for anonymous traffic analysis and to improve our website. If you set your browser to block cookies, it is possible that the website will slow down and some parts of the website may not work completely correctly. More info on the processing of cookies.

Documents

This module allows you to keep track of documents according to different categories (offers, contracts, orders, warranties, etc.). You can connect a document to a customer, person, business case, equipment or service request.

Documents are saved according to versions, in any file type and you can add related external files to them - e.g. text, tables, images or drawings. 

The main advantage of the module is immediate access to all documents during communication with the customer, documents approval etc. Other benefits include using links to files or folders and documents creation from templates.

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