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Document Management

What Process It Enforces

SpudERP’s Document Management module enforces secure document storage, version control, and retrieval:

  • Organizes documents by type, department, project, or client

  • Tracks version history and approvals

  • Restricts access by role or permission

How It Integrates

  • All SpudERP Modules: Documents (contracts, specs, resumes) can be linked directly to records.

  • External File Systems: Optional sync with SharePoint, Google Drive, or OneDrive.

Data It Collects

  • Document metadata

  • Version history

  • Access logs

How It Drives Action and Efficiencies

  • Reduces lost or outdated documents

  • Improves audit readiness

  • Saves time searching for critical information

Dashboards and Reports

  • Document Access Audit

  • Version History Logs

  • Approval Workflow Tracker

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