SoftGuide > Functions / Modules Designation > Transaction documents

Transaction documents

What is meant by Transaction documents?

The term "process documents" refers to all documents created, used, or stored within the framework of a specific business or administrative process. These documents are often necessary for tracking, documenting, and analyzing processes and their outcomes. They typically include reports, minutes, applications, forms, or other relevant paperwork that detail the specifics of a process.

Typical software functions in the area of "Process Documents":

  1. Document Creation: Tools for creating and editing documents needed during a process, such as reports, minutes, or applications.
  2. Document Management: Organizing and managing process documents within a central system, including categorization, tagging, and versioning.
  3. Document Storage: Storing documents in a secure and accessible location, often with features for long-term archiving.
  4. Access and Permissions Management: Managing access rights to ensure that only authorized individuals can view or edit documents.
  5. Automated Document Generation: Automatically generating documents based on predefined templates and input data.
  6. Search and Retrieval: Advanced search capabilities for quickly finding and retrieving documents.
  7. Versioning: Tracking and managing different versions of a document to record changes and restore previous versions if needed.

 

The function / module Transaction documents belongs to:

Reports, logs and documentation

Form entries
Observational studies

Software solutions with function or module Transaction documents:

orgavision