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Document Management


OBS ERP Document management
OBS ERP Document management module will help you track, manage, store and generate documents. The module is divided into the following sub-modules    : 

Contracts with clients
  • generate a contract based on predefined template
  • track payments
  • track dates - OBS ERP automatically generates a calendar of contract related dates and events
  • convert contract payment to income document
Contracts with suppliers
  • track payments
  • track dates - OBS ERP automatically generates a calendar of contract related dates and events
  • convert contract payment to expense document
Employment contracts
  • generate employment contract based on predefined template
  • track probation periods

Internal processes
  • Newcomers guide
  • internal regulations

Current modules in OBS ERP: 
Features
  • view, edit, upload, rename and delete documents
  • Indexing of text files - Word, Excel, PDF (text) and TXT files
  • Search by content and Meta data
  • Change tracking
  • Access control - group and user management
Templates
  • create templates and generate documents

User's Guide