Manage Documents - Smart Teams and Documents
Manage Documents Across Teams
Your business depends on working with large numbers of documents. So, you need your teams to work smart with your documents and reuse the best content and best practices for managing them. That means sharing and collaborating on documents efficiently.
KnowledgeTree helps teams work smarter with documents. Powerful tools help you share, find, and promote best practices and documents. The result: you can keep your teams productive and business processes moving fast.
Smart Resources
Analytics Drive Business Efficiency
How analytics help document management and process efficiency.
Get Started! 8 Best Practices
The 8 steps you should take to start managing documents.
Our Smart Tools for business help you manage your documents with:
Smart Feeds
Keep team members engaged and on top of changing documents.
Smart Sharing
Give authorized colleagues access to current and prior document versions.
Smart Templates
Reuse the best documents and folders to make your teams more efficient.
Smart Feeds
Your team builds new contracts, presentations, invoices, and other documents constantly. Is that new contract ready? Which documents are my team downloading? Is there a new version of the proposal template? You need an easy way to manage the change.
KnowledgeTree’s Smart Feeds give you always-current insight into the latest document updates in your vault. Now you can instantly see interesting updates to documents that you are authorized to see. That means can quickly spot new document versions, and new recommendations from your colleagues.
Smart Sharing
KnowledgeTree makes it simple to share documents with colleagues. From your secure document vault you can share files as an attachment, or a link back to the vault. You can even send special “24 hour” links that give external users time-limited access to just the document you want to share.
Plus, KnowledgeTree manages document versions. That means that prior versions of your document can be quickly accessed and shared – keeping you in control of the content you share.
Smart Templates
Finance, legal, sales, and marketing teams often manage highly repeatable processes. For instance, when a new client comes on board you may have a set of contracts, agreements, and forms that are always completed.
KnowledgeTree’s Smart Templates make it a snap to manage these repeated processes. You can define and manage standard sets of folders, alerts, and workflows. These best practice documents and tools can be automatically applied. That means more standardization for how you manage documents across your teams.