Documents 🦉

In the course of work, every company accumulates positive experience that is worth preserving and spreading among employees within the company. Comments are a great tool, but they are short — what if I want to write corporate rules, an instruction with images, or an entire project? The ideal automation solution for this problem has, of course, already been created, since this task has no business-specific angle. We didn’t reinvent the wheel and simply wrote our own version of a corporate wiki. Previously, the section was called Wiki, now it is Documents (Docs).

Documents is a tool that can significantly improve collaboration within a company. It allows employees to quickly and easily exchange information, ideas, and knowledge, which can substantially increase work efficiency and reduce the time needed to complete tasks.

The corporate knowledge base can be used not only by current employees but also by new ones, who can quickly familiarize themselves with the company’s processes and projects. In addition, it helps improve communication within the company by giving employees the opportunity to communicate and collaborate on projects in real time. This helps improve work quality and reduce task completion time, which is critical for the company’s competitiveness.

The knowledge base not only simplifies the process of knowledge transfer but also contributes to building a unified culture within the company. Employees can contribute their suggestions and share experience, which strengthens team spirit and engagement in common goals. Having a structured knowledge base reduces the time needed to resolve issues that arise in the course of work. This eliminates the need for constant training or consulting of new employees, since they can independently refer to the section for the information they need.

📄 Document templates and variables

In addition to the knowledge base, the Documents section allows you to automate document creation. You can create templates and insert variables {{variable}} into them, which are populated when an entity is exported — a client, invoice, or payment. A complete document is generated for that specific client based on them.

For example, you need to create a monthly certificate of completed work. To do this, create a text template for the certificate in the company documents and add amounts, client initials, dates, and other data as variables. Then, when exporting the income report, you can generate the document itself in PDF format with the data already filled in. When exporting from a table, you can generate either a single PDF file for printing or separate documents. You can also enable the option to save documents to the client card — a separate "Documents" section is available in the client profile for this purpose.

🗂 Projects and pages

Documents are divided into projects that you can create yourself. Each project contains pages filled with information. You can share projects with your employees for collaborative work. Different access rights options let you grant editing rights or read-only access. Technically, the section is a powerful rich-text web editor with extensive functionality that allows you to place images, tables, videos, and more.

Thus, the corporate knowledge base becomes a valuable tool for improving the overall efficiency and quality of the team’s work, as well as for automating document flow.