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Storage of all documents in any section of the database, for all file types and sizes including a multi-categorization for each document:
- Format: Word, Excel, Outlook e-mail, Powerpoint, PDF…
- Type of document: Advisor invoice, Company memorandum, General assembly minutes
- Owner: name of user
- Date and time of posting
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Dynamic and real-time duplication of all local drive documents into the database |
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Automatic classification of your documents in our software by entity such as contact, deal flow project, investor |
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Shortcuts creation, enabling the user to find the same document from different entities |
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Free-text search enabling instant search through the content of any type of document |
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Eye-catching version control module, enabling an automatic track of all the changes made by any user on a Word/Excel/PowerPoint/PDF document |
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All previous versions for one document are tracked by date, time and user name and
instantly accessible |
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Comparison tool highlighting all differences between two separate documents at the click of a button |
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Definition of user permissions (“read/write”) for a group of documents |
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Ability to block access to specific documents for specific users |
