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Insights & Documents

Company Documents

Every document, organised and role-controlled.

A central document store for the company — trade licences, agreements, letters and attachments — organised by area, searchable, role-controlled, and with expiry monitoring so nothing critical lapses unnoticed.

erp.santrixerp.com / company-docs
Company Documents in Santrix ERP

Documents live next to the records they belong to (a customer's LPO on the customer, an employee's contract on the employee) and access follows the same role policy as the rest of the app, so sensitive files stay with the right people. Documents with an expiry date are tracked as Valid, Expiring Soon (within 90 days) or Expired, so licence and ID renewals are surfaced in time.

Key capabilities

What Company Documents does

Central storeOne place for company documents.
Role-controlledAccess follows the app's role rules.
Expiry monitoringValid / Expiring Soon (90 days) / Expired status on every dated document.
OrganisedFiled by module, project or employee.
Linked everywhereDocuments attach to the records they belong to.
Related

Works with

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