Document Management

ProcessMaker IDP provides the following document management features:

• Web Access: On-cloud and on-premise access enables users to access documents from any location via the document management portal.

• Drag and Drop Functionality: Simplifies uploading and organizing documents by drag-and-drop operation. See Files and Folders.

• Embedded Viewer: Lets users view documents (PDFs and images) within the portal without needing external applications. See View Document Details.

• Revisions: Tracks and manages different versions of documents, ensuring that changes are documented. See Document Revisions.

• File Locking: Prevents conflicts by locking documents when a file is checked-out for editing the metadata. See Check-out a file.

• File and Folder Access: Access control and permissions for documents and folders. See Access Control.

• Search: Allows quick and efficient document search using keywords or filters. See Elastic Search for more details.

Click on a topic to learn more.

Files and Folders

Preview a Document

Document Revisions

Access Control

Elastic Search