Documents – Dash SaaS Add-On
- Pre-Required : WorkDo Dash SaaS
- Free 6 Months of Support
- Free Lifetime Updates
- 100% Money Back Guarantee
- Last Update:
20 June 2025
- Published:
08 March 2024
Document Creation & Management
The Documents Management System provides a comprehensive platform for creating, organizing, and managing all your business documents. Users can create documents with detailed subjects, assign them to specific projects, categorize by type, and designate responsible users. The system supports optional notes and private document settings, ensuring flexibility in document handling. Each document is automatically assigned a unique identifier with customizable prefixes, making tracking and referencing seamless across your organization.
- Create documents with subject, type, and user assignment
- Link documents to specific projects for better organization
- Set privacy levels (public or private) for document access control
- Generate unique document numbers with customizable prefixes
Project Integration Overview
The Documents system seamlessly integrates with project management functionality, allowing for comprehensive project-document linkage and organization. This integration enables users to associate documents directly with specific projects, creating a unified workspace where project milestones, tasks, and related documentation are connected. Through this integration, teams can maintain complete project visibility by having all relevant documents, reports, and files accessible within the project context, streamlining workflow and improving project coordination across different departments and team members.
- Associate documents directly with specific projects for centralized organization
- Create unified workspaces linking project milestones, tasks, and documentation
- Maintain complete project visibility with all relevant files in one location
- Streamline workflow coordination across departments and team members
Advanced Document Features
The system offers powerful document management capabilities, including duplication, status tracking, and multi-format export options. Users can duplicate existing documents while choosing to include or exclude notes and comments, saving time on similar document creation. Status management allows teams to track document progress through various stages. The built-in preview functionality lets users review documents before finalizing, while PDF export ensures professional document sharing and archiving.
- Duplicate documents with selective content copying options
- Track document status through customizable workflow stages
- Preview documents before finalizing or sharing
- Export documents in PDF format for professional presentation
Collaboration & Communication
Built-in collaboration tools enable seamless teamwork through integrated commenting and notes systems. Team members can add comments with timestamps and user attribution, facilitating clear communication and feedback loops. The notes feature allows for internal documentation and reminders that stay attached to specific documents. All collaborative activities are tracked with user profiles and editing history, ensuring transparency and accountability in team interactions.
- Add comments with user attribution and timestamps
- Create internal notes for documentation and reminders
- Edit and delete comments/notes with proper tracking
- View collaboration history with user profiles and edit indicators
File Management & Attachments
Comprehensive file attachment capabilities allow users to upload supporting documents, images, and files directly to each document record. The system displays file information, including size and path, making file management transparent and organized. Users can preview attachments before downloading, ensuring they access the correct files. File operations include preview, download, and deletion with appropriate access controls based on user permissions and document privacy settings.
- Upload multiple file attachments per document
- Preview attachments before downloading
- Display file size and path information
- Control attachment access based on document privacy settings
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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This product is excellent, accompanied by high-quality support that is always ready to help.