Here are the 3 easy steps
Step 1
Planbiq enables centralized document capture and storage, whether scanning physical files, uploading digital documents, or importing from other sources. It organizes everything for easy retrieval and access.
Step 2
Organize and classify documents by content, type, or purpose using metadata, tags, or keywords for easy search. Planbiq structures documents into folders, categories, or taxonomies, ensuring systematic arrangement and efficiency.
Step 3
Planbiq allows users to quickly retrieve documents using keywords, metadata, or other criteria. It has robust security, and only authorized users can view, edit, or delete documents, ensuring top-level security and confidentiality.
Document Management involves capturing, storing, organizing, and retrieving documents within an organization, from creation to disposal. Planbiq handles this process securely, ensuring data privacy and regulatory compliance throughout the document lifecycle.
Planbiq's Document Management solution offers unique features that enhance efficiency, organization, security, and collaboration. It provides cost savings and business continuity, making it a strategic investment for optimizing processes and driving operational excellence.
Planbiq saves time by streamlining document processes and automating capture, storage, retrieval, and distribution. It reduces manual handling, eliminates searching for misplaced files, and speeds up workflows, boosting efficiency and productivity.
Planbiq offers a user-friendly, centralized repository for storing and organizing documents. Easily categorize and retrieve files using metadata, tags, or keywords, improving accessibility, reducing duplication, and enhancing collaboration and decision-making.
Planbiq uses robust security measures to protect sensitive documents and control access. It enforces access controls, encryption, and audit trails to prevent unauthorized access, tampering, or theft. Planbiq also helps companies comply with regulations through document retention, version control, and audit trails.
Planbiq ensures business continuity and disaster recovery with robust backup and recovery for critical documents. It securely stores files in the cloud, protecting them from data loss or system failures.
Planbiq's document management solution empowers companies to streamline processes, improve information management, ensure compliance, enhance collaboration, and drive business success.
Planbiq lets users capture documents from scanners, printers, emails, and mobile devices. Users can scan physical documents directly into Planbiq or forward emails and files for automatic capture. Planbiq also supports OCR to convert physical documents into digital formats.
Invest in a Document Management system that supports the company's strategic goals and operational requirements.
Ensure employee documents are securely stored and easily accessible for HR processes.
Seamlessly integrate the document management system with other enterprise tools, ensuring data security and IT policy compliance.
Enhance operational efficiency with a document management system that streamlines workflows and business processes.
Manage company documents with a cost-effective solution that aligns with financial strategies and company needs.
Manage and access documents relevant to specific functions, ensuring smooth departmental operations.
Planbiq provides numerous benefits, such as improved efficiency, enhanced collaboration, centralized document storage, and robust security. It uses strong encryption for data protection and offers granular access controls to manage document permissions, ensuring your sensitive information is always secure.
Our Free Plan provides essential features to streamline HR operations, saving you time and resources.
Employee Records
Time & Attendance
Payroll
Leave Management
Our Standard Plan offers powerful features for your company's needs, boosting team efficiency and driving better business results.
Employee Records
Payroll
Leave Management
Document Management
Our Professional Plan offers advanced tools to streamline operations, drive results, and meet evolving needs, enhancing competitiveness.
Employee Records
Payroll
Leave Management
Document Management
Our Premium Plan offers unmatched features and customization for top performance, ideal for organizations aiming to stay ahead.
Employee Records
Payroll
Leave Management
Document Management
Planbiq empowers companies to store, manage, and track electronic documents effortlessly, facilitating secure sharing and distribution within teams. It offers essential features, including version control, audit trail, and access control.
Access our flexible software anytime, anywhere, on any device for seamless usability.
Answers to your questions can be found here.
Document Management is the systematic and efficient storage, organization, security, and retrieval of documents and files, often using software or electronic systems.
Planbiq can manage a wide range of Document Management covers, but not limited to: Contracts and agreements. Financial records (e.g., invoices, receipts, purchase orders). Employee records (e.g., resumes, performance evaluations, training materials). Legal documents (e.g., patents, copyrights, licenses). Correspondence (e.g., emails, letters). Project documents (e.g., proposals, reports, plans). Policies and procedures.
In Planbiq, documents are organized using a hierarchical folder structure. It allows users to categorize and label documents based on department, document type, project, or date criteria.
Planbiq Document solution offers several benefits, including: Centralized storage and access to documents from anywhere, anytime. Version control to track document revisions and changes. Document security features such as encryption, access controls, and audit trails. Workflow automation for document approval and review processes. Search and retrieval capabilities to find and retrieve documents quickly. Integration with other business systems and applications.
Yes, the Planbiq Document solution can support many file formats, including text documents, spreadbiqs, presentations, images, PDFs, and multimedia files.
