Digitisation and electronic circulation of documents in Fusio
Clear records and workflow. Contracts. Project and production documentation. Invoices. Templates. Price lists. Directives. Forms.
And other materials.
Effective teamwork – approvals, deadline tracking, task assignments, reminders, reporting and notifications and much more. Keep track of the current state of the document and who is working on it.
Integration of digital signatures with identity verification (e.g. DigiSign services). Automated workflow and archiving – e.g. Automatic archiving and archiving of contract documents.
Fusio is a flexible system that adapts to your needs.
Example of digitizing and approving documents in Fusio with the possibility of approving the document on a mobile device.
How does Fusio help you with document digitization?
- Approval processes - approval wheel more...
- Approval of invoices and documents more...
- Comment procedure
- Cooperation and workflow - preparation of contracts, production documentation, etc. Distribution, deadline tracking, task book, current status preview, graphical reports, print reports, etc.
- Clear organization into lists and sublists with attachments.
- Quick search and filtering in lists (type, category, administrator, date, fulltext, etc.)
- Email reporting - notification of newly added document, request for revision, etc. video (blog)
- Control user access permissions to documents and record the history of material handling
- Digital signatures - integration with a digital signature service with identity verification (e.g. DigiSign). more...
- Connection and cooperation with other software - accounting software, design programs (e.g. Solidworks), etc.
Digitization and archiving of contracts, monitoring deadlines and securing access to documents. Approval of contracts. Creating contracts. Digital signatures and automation. Overseeing contract status and follow-up processes.
“The integration of digital signatures into Fusio allows us to check whether signed contracts have actually been returned to us, if not, the responsible employees are informed via Fusio reports and contracts linked to unreturned contracts cannot go into execution thanks to the Fusio control mechanism.“
Petr Švejnoha, Economic and Administrative Director of IMOS Brno
How do you keep your marketing documents in order?
🤔 Or perhaps templates and contract templates – do your employees always use the most up-to-date versions? 📃 📄 🖇 Do you find that even when new ones have been issued, there are still outdated ones floating around the company for God knows how long?
🙈Do you know it?
Pepa issued a new version of the contract in January.
💪 But still in June almost everyone in the company is using the old ones. 🙊
Seamless integration with the systems you use
Fusio is a flexible software that you can easily connect with your other tools.
So you can keep using them without worrying about their functionality.
And many more…
Integration of digital signatures
Fusio provides a comprehensive automated document workflow, including digital signatures – by working with a third-party system, e.g. DigiSign.
Ex: The automatic workflow of contracts in Fusio can be supplemented by securing signatures from both counterparties, monitoring the delivery of the signed document and archiving it. By linking with the Contracts agenda, it is possible to control the start of contract execution after the signed contract has been received, etc. more...
Recording of production documentation and integration with design software
Efficient production documentation thanks to the cooperation of Fusio with your design program, e.g. Solidworks.
Eliminate production errors through advanced communication between development and production. more…
Approving invoices or documents quickly and easily in Fusio
Check out some tips on how to easily approve an invoice in Fusio. We have prepared a short video for you.
The approval process can be set up similarly for your other documents.
Automatic classification of scanned documents using QR codes
Scanning documents with a QR code will make your job easier because the documents are automatically matched to the records they belong to (e.g. contract addendum, etc.).
Benefits of digitising documents with Fusio
- Reporting, notifications and sending out instructions.
- Clear lists where you can store attachments.
- Automatic classification of scanned documents using QR codes
- Filter and search by category.
- Access permissions (data safe) and change history.
- Linkage to specific projects, contracts, staff, etc.
- Easily modify and expand the system in the future.
Want to see how Fusio works?
What else can you use?
If you have not found the area you are interested in, please contact us. We will be happy to advise you.