Version control: Version and revision history for all documents.
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Manage all your documents in Sovelia Core
When it comes to managing technical documents, many of our customers utilize Sovelia Core to organize essential files such as CAD drawings, specifications and user manuals. However, did you know that Sovelia Core allows you to manage all your documents, not just the technical ones?
You can manage photos, offer documentation, orders, specifications, agreements — all in the same system. You don't need a separate document management solution; Sovelia Core has everything you need built right in! Back in the day, Sovelia Core started as a document management system, so from the very beginning, this functionality has been a central part of the platform.
How does it work?
Sovelia Core offers seamless document storage and management like it does for managing your items and structures. Whether you want to classify, organize, manage changes, or even create PDFs, Sovelia Core makes it easy.
Here’s how:
- Add single documents or create entire folders dedicated to a project or a specific customer. For example, you can store all project documents in one place or gather all offer documentation for a specific customer.
- Define metadata for your documents. You can define that certain document types must have mandatory metadata fields filled in to ensure consistency.
- Automate routine tasks, like creating a PDF version of an approved document, ensuring smooth workflow management.
With centralized document storage, you can easily manage:
Lifecycle management: Lifecycle stage defined by document type, as well as related automation.
Attribute information and structures: Document structures and detailed metadata by document type.
Approval data and traceability: Timestamps and editor/approval information.
Classification: Categorize documents by type or attribute.
User permissions: Accurately define document permissions based on roles and tasks.
These features allow your team to work efficiently, ensuring that all relevant data is securely stored and easy to access.
Manage documents easily from your own computer
Managing documents in Sovelia Core is designed to be user-friendly. By synchronizing files between your local computer and Sovelia Core, you can seamlessly work on documents and have changes automatically updated within the system.
This means you can continue working with documents in a familiar environment of the native application, and the system tracks who made changes and when. This synchronization ensures your documents are always up-to-date and traceable.
General document management in Sovelia Core
Sovelia Core supports a wide variety of document formats and offers flexible tools to simplify your work, including:
Format support: Sovelia Core supports all file formats.
Mobile access: Use mobile access e.g. for adding photos directly from your camera roll.
Fast search: Based on attribute information and file content.
View and download options: Individually or in packages.
Desktop agent Sovelia Sync: Manage files on your desktop with auto-sync features.
Sovelia Core also includes automation tools like:
- PDF stamping for added document control.
- The ability to manage metadata directly in Office documents.
- Automatic Office document to PDF conversion, saving you time and effort.
Simplify all your document management in one place
Sovelia Core isn't just for technical documents — it's an all-in-one solution for managing all your documentation. By consolidating document management within the same system you already use for product information, you can reduce the need for multiple tools, saving both time and money.
With Sovelia Core, document management becomes straightforward, and users no longer need to jump between systems. Whether you want to manage just technical documents or all documentation in the system, the choice is yours. Best of all, Sovelia Core’s document management features are included as part of the solution.
Ready to learn more? Contact us to discover how Sovelia Core can streamline your document management processes!
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