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.
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