Workspaces and permissions
Define document scopes for the organisation's units and set the permissions of the people who work in them.
DOCUMENT MANAGEMENTOrganise your documents
Organise your documents
the way your
team works.
Records provides a workspace to classify documents, retrieve information and manage team access. Its spaces and properties reflect the way the company is organised.
See the documentationRECORDS / ADMINISTRATION
Team documentation
Example of a workspace
PDF
Service agreementAdministration · Supplier
AgreementDOC
Review reportOperations · Internal
ReportPDF
Delivery receiptLogistics · Customer
DeliveryPropertiesTagsPermissions
BEEBLOS RECORDSOrganising and
Organising and
retrieving documents.
Classification and retrieval
Use properties, tags and forms to describe documents. Saved queries retrieve sets of information that are used regularly.
Physical archive and digitisation
Link digital documentation to its physical boxes and organise the intake and review workflows for digitised documents.
Document policies
Set management and expiry criteria according to the nature of the documentation and the needs of each organisation.
RECORDS GOVERNANCEOrganise access and retention
Security and records governance Organise access and retention
according to how you work.
The company structure, the permissions of its teams and the retention policies are part of managing each set of documents.