Version history
Identify the owner, input data and expected result before configuring this area.
CORE1ERP PLATFORM / DOCUMENT MANAGEMENT
Keep business documents connected to the work.
Organise records, approvals and revisions around customers, employees, projects and transactions.
WHY IT MATTERS
Document Management in a connected business
Organise records, approvals and revisions around customers, employees, projects and transactions.
IMPLEMENTATION PRIORITIES
What to get right from the start
Practical areas to examine in discovery and demonstration—not a list of unverified product guarantees.
Document permissions
Connect the relevant team and business record without duplicate entry.
Record attachments
Set the review points and access rules appropriate to the decision.
Approval evidence
Check exceptions, evidence and reporting before expanding usage.
DESIGN CONSIDERATION
Built around reliable operations, not extra complexity.
Sensitive files require access checks, safe storage and retention policies.
Explore the wider platformCOMMON QUESTION
Can teams find earlier document versions?
Version and retention requirements should be agreed during configuration.
PLAN THE RIGHT CONFIGURATION
See how document management could fit your business.
Share your existing processes, deployment requirements and controls with the Core1ERP team.