Files belong to the organization, relation, or system they relate to. With document management, you can record them clearly, and with digital signing, an authorized signatory can provide their signature directly on a mobile device.
Questions about document management or digital signing?Contact us →
Manage files clearly
In the “Files” tab, you manage folders and documents: create, drag and drop to upload, delete, and download.
Standard folder structure per organization
Every organization starts with a set of standard folders — placeholders that you fill with your own existing documents.
Contracts
Service Level Agreements
Policy documents
Procedures
Assessments
Correspondence
Some folders, such as Correspondence, in turn contain subfolders:
Emails
Letters
Memos
Reports
Presentations
Not just for the organization
The same “Files” tab can also be found under relations and systems/assets, ensuring you always store documents with the relevant component.
Files for a relation
Such as contracts, you upload directly to the relation they belong to.
In addition to storing documents, you can also have them digitally signed.
Currently only on mobile
Signing with a finger
If you mark a contact person as an authorized signatory in the mobile version, they can sign with their finger. This signature is automatically used when creating data processing agreements.