Folder
Building and unit.
Management feature
Document archive: every file linked to the right building, unit and person
When contracts, plans, insurance policies and letters are scattered over mailboxes and folders, the one you need cannot be found. The system links each document to building, unit and person; authorised users search and find it.
- German, French, Italian, English
- QR-bill and CHF
- Roles and audit log
Upload and classification
A document is uploaded and its type and unit selected. How e-mail attachments reach the system is clarified during set-up.
Bulk import of old documents is planned separately.
Search and access
Search by name, tag or linked person. An owner sees only their own documents, the caretaker only those related to jobs.
Access is logged.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Swiss-specific points
Documents are hosted in Switzerland; retention periods follow rules you set, and assessing statutory retention duties is up to your management and adviser.
Frequently asked questions
Can documents be received by e-mail?
Attachments sent to an address defined at set-up can land in a classification queue.
Can I see who accessed a document?
Yes; the access log is visible per document.
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