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Simplify and Streamline Document Control

The Document Management Module in Xodox CRM offers a comprehensive digital solution to process, capture, store, manage, and track documents. Designed to empower businesses, this module ensures the seamless organization, maintenance, and governance of documents, helping teams stay efficient and compliant.

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Key Features of the Document Management Module

Document Hierarchy Management
  • Organize documents in a structured hierarchy for easy navigation and retrieval.
  • Maintain order across teams and departments.
Section Management
  • Group documents into sections for better categorization and quicker access.
Sharing and Collaboration
  • Share to Me: Receive and manage documents shared with you.
  • Sharing Management: Control access and permissions for shared files.
Approval and Signing
  • My Approval Management: Track and manage documents requiring approval.
  • Electronic Signing: Add legally binding electronic signatures for approvals and contracts.
Advanced Document Controls
  • Upload, lock/unlock, share, duplicate, move, download, edit, and delete documents directly within Xodox CRM.
  • Maintain control over document lifecycle with ease.
Reminders and Notifications
  • Set reminders for important document actions, such as renewals or approvals.
  • Receive notifications to stay on top of deadlines and tasks.
Versions Management
  • Track document versions to monitor changes and revert if needed.
Audit Logs Management
  • Maintain an audit trail for every document, ensuring transparency and compliance.
Custom Metadata
  • Add metadata fields for enhanced document organization and searchability.
Preview and Compatibility
  • Preview documents in various formats, including images, Word, Excel, and PDF.
Comprehensive Settings
  • Custom Fields Management: Tailor document fields to your specific needs.
  • Approval Management: Customize workflows for document approvals.
  • Other Settings: Adjust preferences to align with your organization’s requirements.

How it Works

Organize

Use the document hierarchy and section management to structure your files.

Upload & Share

Add documents, customize metadata, and share with relevant stakeholders.

Collaborate

Use electronic signing and approval workflows to streamline decision-making.

Track

Monitor document versions, actions, and audit logs for full visibility.

Act

Receive reminders and notifications to ensure timely action on critical tasks.

Benefits of the Document Management Module

Centralized Document Storage

Manage all your documents from a single platform, reducing clutter and improving efficiency.

Enhanced Collaboration

Facilitate teamwork with seamless document sharing and approval workflows.

Time-Saving Automation

Automate document lifecycle tasks like approvals, reminders, and notifications.

Improved Compliance

Maintain audit trails and version histories for regulatory compliance.

Customizable

Tailor document fields, permissions, and workflows to suit your business needs.

Secure Document Handling

Control access and maintain document integrity with advanced sharing and locking features.

Why Choose Xodox CRM Document Management Module?

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Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox CRM Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 Days free trial
Most Popular
Go Annually
Xodox CRM Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 Days free trial

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Intuitive Design

Easy to adopt, faster to master.

24/7 Support

Always here, anytime you need us.

Call to Action

Empower Your Business with Document Management

Organize, maintain, and govern your documents with the Document Management Module in Xodox CRM. Streamline operations, enhance collaboration, and ensure compliance with powerful features and automation.

Get Started Now!