Docs Creatio allows users to register, track, approve documents, assign and control task performance, simplifies the interaction between managers and subordinates and significantly increases the work efficiency. This solution involves work with document during its life cycle in company.
- Document registration and tracking
- Creating documents from email
- Improved document page
- Tracking document lifecycle in the system
- Set of fields on the document page depending on its type
- Communication inside document card (also in business process)
- Unified document registry
- Flexible segmentation of document registry
- Document and contract approval (also via business process)
- Document page and attachment approval
- Group approval
- Start approval via email
- Sending document to resolution
- Document execution control
- Document familiarization
- Familiarization statistic
- Pre-set document forms
- Sending email with current document attachments
- Document numeration setting
- Digital archive (document package, dependent and connected document)
- Pre-set docflow analysis
- Improved activity card
- Start task performance in 1 click
- Fast task creating – to single employee, to group
- Dependent task
- Task performance control: fixing the expected result, check by controller, return for revision
- Task deadline transfer by request
- Multilevel reference analytics: ready-made reports and convenient tools for setting analytics
- Gantt chart for planning resources
- Activity status change and deadline transfer logging
Work with files
- File preview
- Online and offline file editing
- File check-out for personal editing
- File version storing and comparison
- File and document interactions history
Effective work in the system
- Pre-configured user start page
- Tasks conditional décor by statuses and priorities
- New and expired tasks notifications via special application Informer for Windows
Price and support
Support is provided within the framework of the technical support packages of Samarasoft. In case of an on-site deployment, a vendor ensures free transition to a new version. The transition is performed independently by a client or with the assistance of the developer on a fee basis. In case of cloud deployment, a vendor upgrades the client’s system for free, without guaranteeing the retention of working capability of the project settings, if any are present.
NOTE: The migration of project modifications within context of free transfer to a new version is not carried out.
Pricing does not include taxes and fees (such as VAT) regulated by law. The minimum annual purchase volume per customer is at least $5,000 spent for Creatio software and services.
- In case Docs Creatio purchaising as an software solution, purchasing at least 1 Docs Creatio, full edition license (Cloud / On-site subscription) required.
- In case Docs Creatio purchaising as an add-on, purchasing at least 1 Creatio license (Cloud / On-site subscription) required.
- Also in the case Docs Creatio add-on you may have the same functionallity as Docs Creatio, full edition licenses have.
- To purchase an add-on Docs Creatio Full requires the user to have a previously purchased Studio Creatio Enterprise, Sales Creatio or Service Creatio any edition license
- To purchase an add-on Docs Creatio Standard requires the user to have a previously purchased Customer Portal Creatio license
- Purchase of an add-on Docs Creatio Full add-on is not possible at the same time as the Studio Enterprise. In this case, you need to purchase Docs Creatio full edition, which already includes Studio Enterprise.
- Purchase of an add-on Docs Creatio Standard add-on is not possible at the same time as the Customer Portal. In this case, you need to purchase Docs Creatio Standard edition, which already includes Customer Portal.
|Product features|| Docs Creatio,
|File versions storage and comparison||●||●|
|Execution of resolutions on documents||●||●|
|Starting document approval process, and participation in approval process||●||●|
|Informer for Windows (App for notification about tasks directly on a desktop)||●||●|
|Task status highlighting||●||●|
|Document registration from scanner||●||●|
|Task creation, task execution, task control||●||●|
|Representation of tasks in form of Gantt chart||●||●|
|Administrative tools (users, rights, etc.)||●|
|Document registration from e-mail||●|
|Business process customization, case customization, adding fields||●|
Full-text search functionality is not available for Creatio on PostgreSQL.
Update library for Creatio versions 7.14.1 and below. Before installation Docs Creatio on your stand you should amend DocumentFormat.OpenXml.dll library version on your stand
- cloud - via case to Creatio suport with request: "Please amend for stand (stand url) DocumentFormat.OpenXml.dll library version in Terrasoft.WebApp\bin.
- on-site amend DocumentFormat.OpenXml.dll library version in Terrasoft.WebApp\bin by yourself.
For Sales Creatio and Marketing Creatio as basic products you can install Docs Creatio automatically from Marketplace.
For Service Creatio and Studio Creatio as basic products you can send request for special version of Docs Creatio to email@example.com and install it yourself manually.