Capabilities

Документите ви, свързани с процеса, не изгубени в папки

Централизирайте документи, версии, одобрения и архиви, така че екипът да работи с правилната информация в правилния момент.

VERSIONSContractCounterpartyOrderBatch
Tied to what it belongs to, and kept with its versions. Then it is not searched for - it opens from where it was needed.

Познато ли е?

Four ways to lose a document without losing it

The file is in somebody's inbox

The only copy of the signed annex sits in the mailbox of a colleague who is on leave. Technically it is not lost. In practice it is gone.

Three versions, one of them signed

"contract_final", "contract_final_2", "contract_signed". Which one holds is decided by the file date - which is to say, not decided.

The customer asks for a document

They call, someone searches, finds it and sends it by hand. Twenty minutes that repeat every day with a different customer.

Access is all or nothing

Either the folder is open to the whole department or to one person. There is no middle setting, so it is usually open.

What it covers

Storage, movement, access

The same database that carries your accounting also carries the papers behind it - which is why a contract opens from the order it belongs to.

PART 1

Tied, not filed

  • the document hangs on the counterparty, order, project or batch
  • versions with a history of who changed what
  • types and tags in your own nomenclature
  • search by content, not only by file name
  • an expiry date with a reminder before it runs out
PART 2

Workflows

  • request, approval, archive - as stages, not emails
  • who is next and how long they have been waiting
  • created automatically from an event in the system
  • electronic signature inside the flow
PART 3

Access

  • rights by role and by department
  • a customer portal: the customer pulls their own
  • sharing by link with an expiry
  • a trace of who opened what

Proof

Two companies that stopped emailing documents

Evrotrust

Fintech

Evrotrust Technologies modernised its accounting operations on PLANA t-core one: core accounting tasks automated, and a customer portal so clients get their documents without an email to the finance team.

  • A customer portal for documents
  • Core accounting tasks automated
  • One system instead of a document round trip

Read the case

Trace Group Hold

Construction

In Bulgaria's largest construction group, document management is not a separate system: it runs together with accounting, finance, HR, project procurement and real-time inventory.

  • Documents next to the project they belong to
  • Manual processes replaced end to end
  • Reporting that arrives on time

Read the case

Plainly

What we do not do

The electronic signature itself is an external service. The system embeds it in the flow, but the signature is issued by a trust service provider. Better you read that from us than discover it later.

How it runs

What a rollout looks like

STEP 1

One document type first

We take the type that hurts most - usually contracts or delivery notes - and tie it to the records it belongs to.

STEP 2

The flow as you run it

Request, approval and archive are set up the way your people already work, not the way a template suggests.

STEP 3

Then the archive moves

Existing files are brought in with their metadata, so the old folder stops being the place anyone opens.

One platform

The capabilities it works with

A document archive on its own is a cupboard. It is worth something when it sits next to the work.

Tell us which document you cannot find

30 minutes. Name one document a customer asked for last week, and we will show plainly where it would live and who could open it.