1.) Document Management Access Rights :

The user Access Rights page includes a dedicated Document Management permission with User and Manager access levels.

Navigation : Settings → Users & Companies → Users

2.) Directory Tags Configuration :

Directory Tags menu provides a centralized location for maintaining colored directory classifications. Tags such as Personal, Public, and Shared can be created and assigned different colors, allowing directory records to be visually categorized and making larger directory structures easier to identify and manage.

Navigation : Documents → Configuration → Directory Tags

3.) Document Tags Configuration :

Document Tags section allows managers to create reusable colored tags specifically for individual files. Categories such as Personal Documents, Company Documents, and Property Documents can be configured and applied to document records, providing an additional classification layer beyond the directory in which a file is stored.

Navigation : Documents → Configuration → Document Tags

4.) Document Version History :

The Document Versions view maintains a complete revision history for managed files and displays the related document, directory, version number, file name, file size, uploader, and upload date.

Navigation : Documents → Configuration → Document Versions

5.) Main Document Directory :

The Document Directory kanban view provides a clear overview of top-level document directories with real-time file and subdirectory counters.

Navigation : Documents → Document Directory

6.) Subdirectory Management :

The Sub Directories view displays child directories together with their parent directory, assigned tags, users, visibility settings, file counts, and nested directory counts.

7.) Directory File View :

The Files view presents the documents stored inside a selected directory through visual document cards, including appropriate media thumbnails or file-type indicators.

8.) Directory Details and File Management :

The directory form provides a complete workspace for managing directory information and its associated files. Users can review directory details, visibility, assigned users, document expiry information, latest version numbers, and file metadata while accessing Preview, New Version, and Versions actions.

9.) Subdirectories and Related File Access :

The Sub Directories tab inside a directory displays every child directory together with its visibility status and provides direct access to related files. Users can create additional subdirectories from the same screen and use View Related Files to browse documents belonging to a selected child directory and its nested structure.

10.) Centralized All Documents View :

The All Documents workspace consolidates managed files from different directories into one convenient kanban view.

Navigation : Documents → All Documents

11.) Professional Document Preview Viewer :

The document preview window allows users to inspect supported files directly inside the application while retaining access to important document controls.

12.) Near Expiry and Expired Document Indicators :

Document cards clearly highlight files requiring attention by displaying Near Expiry and Expired status badges.

13.) Automated Document Expiry Reminder Email :

The automated expiry reminder email provides recipients with essential information about a document that is approaching or has reached its configured expiry period.

14.) Share Document Directory with Selected Users :

The directory form provides a dedicated Share action for securely distributing the selected document directory to assigned users.

15.) Directory Sharing Email with Download Link :

When a directory is shared, the system generates a professional email for the selected recipients and includes the directory name together with a direct Click To Download action.