Welcome to Pilim Document Administration

Efficiently Manage, Access, and Collaborate on Documents.

Features dedicated to administration Management

Documents by Category

The "Documents by Category" feature in the Pilim business application enables users to efficiently manage and access documents categorized by specific criteria. This feature provides a structured way to organize documents, making it easier for users to find and work with the files they need.

Favourite Documents

The "Favorite Documents" feature in the Pilim business application enables users to bookmark or highlight specific documents for easy and rapid access. By marking documents as favorites, users can streamline their workflow, improve productivity, and ensure quick retrieval of essential files.

Recent Documents

The "Recent Documents" feature in the Pilim business application provides users with a dynamic and up-to-date list of documents they have recently accessed or modified. This feature streamlines the user experience by making it easy to return to important files and track recent activities without having to search through multiple directories.

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Document Category Creation

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Section lists various document types, such as Audit Reports, Tax Authorities, Inspection Documents, and Government Documents.

  • There is an option to "Add New Category" allowing users to customize and add new document categories if needed in the future. 
  • Support for various document categories such as audit reports, inspection documents, and other relevant government documents.

Document Import

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  • Ability to import documents into the system from various sources, including file uploads, email attachments, and external databases.
  • Support for common document formats (PDF, DOC, DOCX, etc.).

Document Organization

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  • Categorization and tagging system for efficient document organization.
  • Filtering options based on document type, date, department, or any custom metadata.
  • Robust search functionality to quickly locate specific documents based on keywords, tags, or metadata.
  • Advanced search filters for refined results

Document Listing

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  • Columns include "Document Name," "Category," "Type," "Date," and "Actions."
  • Each row represents a document with details such as name, category, type, date, and available actions (e.g., view, edit, delete).

Notifications and Reminders

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  • Customizable notification settings for users to receive alerts on upcoming deadlines, document reviews, or other relevant events.
  • Automated reminders for pending actions, approaching deadlines, or document updates.

Document Sending

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  • Secure document sharing functionality to send documents within the system.
  • Integration with email for sending documents as attachments to external recipients.
  • A modal with options to select documents and recipients.
  • Integration with email service for attaching documents.

Document Workflow

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  • The DMS automatically generates a unique Workflow ID for the Individual user.
  • The system can assign a Workflow Process to the corresponding user/user group to the individual process.
  • A user can simply attach a document into a workflow after designing it, and it will automatically reach to the specific destination.
  • Approve / Reject/send back to the previous workflow process with comments

Reporting

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  • Generation of customizable reports on document status, user activities, and other relevant metrics.
  • Export options for reports in common formats (CSV, PDF, etc.).

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19.90 €

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199.90 €

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379.90 €

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