Control

Document Center

Keep business documents, templates, versions and approvals inside the departments and workflows that require them.

Authorized Department StaffAssigned Approvers

What it is designed to manage

  • Department-wise Document Storage
  • Upload, View, Download
  • Print / Save as PDF
  • Document Templates
  • Version History
  • Document Approval Workflow
  • Audit Trail
  • Search & Filters
  • CSV Export
  • Integration with All Modules
  • Connected Office Mail file governance
FieldPro Document Center
Features

Everything included in this module.

  • Department-wise Document StorageAvailable

    Limit document categories and access to the departments that need them.

  • Upload, View, DownloadAvailable

    Use authorized file handling for the linked business record.

  • Print / Save as PDFAvailable

    Provide a print/PDF option where the specific document type supports it.

  • Document TemplatesAvailable

    Enable the right templates for the relevant department and workflow.

  • Version HistoryAvailable

    Retain the document version associated with an approval or change.

  • Document Approval WorkflowAvailable

    Route the chosen version to assigned reviewers.

  • Audit TrailAvailable

    Track sensitive document access and lifecycle actions.

  • Search & FiltersAvailable

    Find authorized files by their record and metadata.

  • CSV ExportAvailable

    Export permitted document-list metadata when the workflow requires it.

  • Integration with All ModulesAvailable

    Attach supported documents contextually; no universal document menu or format grant.

  • Connected Office Mail file governanceAvailable

    Private Office Mail attachment storage, hold/review and recovery workflows are documented in their own modules. They do not implement versioning or governance for every Document Center record.

Permissions & security requirements.

  • Keep records inside the authorized company, branch, transaction and department scope.
  • Assign create/edit/approve/export rights separately and audit sensitive changes.
  • Enable document types and export formats only for the specific workflow where needed.

Related role applications.

Each person only sees the modules and records their role allows.

A practical view of the process

How the work moves.

01

Open the linked business workflow

02

Choose an allowed document type

03

Upload or prepare the relevant version

04

Route required approval

05

Retain permitted access and export history

Information coming in

  • Business-record context
  • Allowed template/file type
  • Department permission

Records & handoffs coming out

  • Versioned document
  • Approval and access history
  • Context-appropriate print or export
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