Documents

Document Management

Having your important data sorted in one place is very crucial for a business. Bitrix24 understands this to core and provides a dedicated document management system. Documents, Presentations, Videos, shared files can be placed in the system’s document manager for download, collaboration or private use. Finding your documents is easier with internal search option.
Documents Management

Private & Shared Documents

Private & Shared Documents

To keep document management process simple, Bitrix24 has three types of Drives. My Drive is a private file storage. This storage space is a personal to which colleagues do not have access to. Users can place private files here and these files can be shared by user in many ways. Group Drive saves files uploaded inside a workgroup. Every user of that workgroup has access to this drive. Company Drive contains all files that company decides to share with all employees. You can enable or disable the ability to share files with outside users with the administrator of account.

Easy Document Collaboration

Documents can be directly collaborated in your Activity Stream. It enables users to write comments, attach new document version, connect via real time communication, receive feedback and many more. You can allow user to edit documents during discussions or ask them to attach new version of the document in the comment section. The changed documents can be saved in a Document Library on your portal. With collaborative tools, you can download the files to your computer or can leave it in the Activity Stream. The most liked documents appear on the top of the search results, making it easy to find it.
Easy Document Collaboration

Version History

Version History

In the world of frequent version updates, Bitrix24 provides a separate Change Log. What does that mean? Whenever a new version of file is uploaded in the system, it does not get replaced by older version, but rather saved in a manner that it can be recovered whenever required. Version history saves the time of new version upload and user information.

Document Lock

Documents can be temporarily locked by the admin of the shared documents. This feature ensures that no other user overwrites or make unwanted changes in the document while the admin is under process of updating the necessary changes. One the process of editing is over; the files can again be unlocked.
Document Lock

Editing Documents with Applications on Your PC

Editing Documents with Applications on Your PC

You can configure Bitrix24 Drive with locally installed software such as MS Office, Pages, Adobe Photoshop and simply create a new document or edit any existing file. All can be done effortlessly with your local desktop application. After completing the process, documents will be automatically saved in your Bitrix24 account.

Integration with External Drives

Dropbox, Google Drive, One Drive and other cloud file storage systems can be integrated with Bitrix24. Adding files from personal accounts becomes effortless process with such integration. The files get indexed and fall under default access rights in Bitrix24. You can always check for the new versions inside external file storage account.
Integration with External Drives

Instant Search

Instant Search

What’s the use of a document manager if it fails in finding the location of saved documents? Well, Bitrix24 is empowered with a search feature. This feature indexes documents, records, messages, comments, and other information. New content gets immediately indexed and can be searched for. Search results are dependent on ‘Liking’ factor of the documents. The search field displays instant suggestions for easy retrieval of files/documents.

Approval Workflows

With Bitrix24, you can create custom document workflows, required for draft submission majority vote, contract revisions, expert opinion and many more. Using the built-in visual business process designer, you can create business trip requests, custom records, expense reimbursements and so on.
Approval Workflows

Want to ask more? Need a demo? Require Customization?


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