Manage Documents - Smart Tools for Documents
Manage Documents Like a Business
Documents are central to how you do business. Legal manages contracts. Finance processes invoices. Marketing distributes collateral. So, how do you make sure that these documents help you get business done?
KnowledgeTree gives you Smart Tools to manage how documents are shared, found, and approved. Customizable to the way you do business, our cloud-based software helps you manage documents the way your teams work.
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 Processes
Make it simple to review, manage, and approve your business documents.
Smart Alerts
Stay on top of changing documents; keep them current and relevant.
Smart Tags
Organize documents by what matters to your business.
Smart Search
Make it a snap to find the documents you need.
Smart Processes
You must manage your business documents to control business processes. You want your documents to be high quality and properly reviewed by colleagues. A contract or other legal document, for example, might need to be reviewed by legal, finance, and sales, plus your own management.
KnowledgeTree’s Smart Processes allow you to set workflows so the right people review and approve a document. You can customize and save Smart Processes to suit how you do business. And even apply them against new documents automatically to make sure that documents are always reviewed.
Smart Alerts
You have to stay on top of change, especially for your core documents. A contract might expire at a set date. Or, a budget might need to be reviewed at the end of a quarter. You need to control dozens, or even hundreds of dates for your key documents.
KnowledgeTree’s Smart Alerts let you create notifications that remind colleagues to take an action or manage their document. You can set specific dates or time periods for your alerts, like end of quarter. And you can choose which colleagues or teams get notified to keep the right people informed.
Smart Tags
You have thousands of documents to manage and share. You want your colleagues to spend more time working with documents, and less time organizing or finding them. But with so many documents, it is tough to organize content so you can find what you need.
KnowledgeTree’s Smart Tags let you easily organize documents based on concepts that matter to you. So, you can find documents based on who wrote them, what project they are for, what type of document, or other descriptions. You can use pick lists, dates, rich text fields, and many other types – and customize them to your own organization’s needs.
Smart Search
With so many documents it can be a chore to find what you need. You need that great sales proposal now! You don’t have to spend time browsing for a document when Smart Search lets you find it fast.
KnowledgeTree’s Smart Search technology lets you quickly find the document you want. You can search in a document title, in its Smart Tags, or in the content itself for many document types. Because you can tailor and save queries to filter by date, author, project name, or other Smart Tags, you can get the document you need fast.