MODULE
Document library: every file in its place, next to the right record
Contracts, quotes, certificates and photos in one place, organised in folders. Every document also shows up where you work with it: on the partner, deal or task page.
See it in action
Screenshots of the base version in the WeKeepOn look. Click a picture to enlarge it.
Document library with folders, search, tags and versions A folder’s contents, with the linked partner and quote
The data in the screenshots is made up (fictional companies and people).
What the base version does
Folders and permissions
A folder tree with per-folder visibility: everyone, or only the selected roles.
Versions
Uploading a new version keeps the previous ones; you can see who changed what and when.
Attach anywhere
Partners, contacts, deals, quotes, tasks, stock items, leave requests and projects.
Search and preview
Search by name and tags; open images and PDFs without downloading, via secure short-lived links.
Examples you can add – at a fixed price
- Tracking expiring contracts with reminders
- Filing incoming invoices into folders automatically
- Filling document templates from CRM data
For every request like this you get a fixed price in advance, broken down point by point. Accepted points are covered by the contractual guarantee.
Always included
- Login, users, roles and permissions
- Separate test and live system
- Daily backups, monitoring, bug fixes
- A log of who changed what, and when
The base system (included with every module)
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