iDocuments Dynamic Documents

 

A powerful and flexible facility that allows you to create workflows, task lists and custom processes for your business.

iDocuments offers you the facility to create user-defined documents that work dynamically with iDocuments and your ERP data, giving you the flexibility to define the fields, rules and workflows you need.

 

Dynamic Documents puts the user at the centre of the process, where document permissions and approvals are linked to a user’s profile.

No Coding

Using our simple-to-use administration tool to create dynamic documents with the fields, mapping, rules and workflows you define.

 

Building on the iDocuments application suite

Dynamic Documents builds on the iDocuments application suite to provide you with the facility to define specific documents in your organization that you need to approve, track and audit and access at any time.

Documents for;

  • Review and approval

  • Global share and download

  • Compliance completion and sign-off

 

Automatic alerts and notifications

Document workflows create automated alerts to users for actions such as approval, review and updating. These actions are also listed in the iDocuments user task list.

 

Integrated document archive and reporting

Dynamic Process Documents are archived for retrieval along with any supporting documents attached to the workflow.

Comprehensive audit trail and reporting

Document views allow you to filter documents to instantly check status metrics such as, audit trail history and document acknowledgement logs, these may be exported as reports to Excel or CSV.

Ready-to-use document templates

Dynamic Documents provides a suite of functional document templates for many of the typical document processes you may need. Templates are fully editable so you can tailor them to your specific organisational requirements.


Template suites include:

  • HR Management

  • Purchasing Management

  • Strategic Management

Configure your processes in line with governance such as policy and health & safety.

Flexible and editable document workflow. Automatic routing for approval and verification.

Deploy via web and mobile

  • Investment Approval

  • Board approval request

  • Budget request and approval

  • Business case approval

  • New hire request

  • Fixed asset purchase

  • Stock request

  • Customer site visit checklist

  • Validating and onboarding customers and suppliers

  • Training request

  • HR contracts

  • Worker assets

  • Performance appraisals

  • Disciplinary revision

  • Grievance report form

  • Employee resignation

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  info@synantix.com   T: 01252 560100