Document Control

Centralized Document Repository webTeam allows you to create and store your documents in a centralized repository so your teams can easily find and use what they need to do their job.  Here are some ideas: Requirements Specifications Proposals Marketing Literature Price Lists Design Drawings Contracts Proposals Presentations

Each department may define specific document types as control documents (e.g., requirements, specifications, and proposals), which determine how actual documents of each type are used within tasks for workflow (i.e., Input and Output). Control documents must be attached, completed, and optionally approved electronically before the task can be completed.

For each document type, you can define the document repository location, document template, and naming convention (with substitution tags). Document types use either an external desktop form to leverage your existing forms, or an internal Web form for increased flexibility and security. Document types may optionally be defined as a request form enabling workflow, assignment, and notification rules.

Example of External Document Definition

Documents Attachments

Supplement a request, project, or task with non-controlled documents that provide additional information that is helpful but not required (e.g., notes, a picture, etc.). With webTeam you can attach external documents such as Microsoft Word, Excel, Project, CAD, or even executable programs. These documents are all stored in the central or project-specific repository for easy access, control, and backup.

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