Robo Connector - Document Management & Knowledge Base
Streamline document workflows and access knowledge effortlessly
Introduction
Our Document Management and Knowledge Base module helps you organize, store, and retrieve important business documents efficiently. AI-powered search, version control, and seamless collaboration features ensure that knowledge is always accessible.
Categorize Documents
Based on type and objection of the document, you may assign extra properties to document and assign OCR rules: CV, Invoice, Report, etc..
Automatic extract and assign data
There are analyze documents with extraction data depend on the type of the document, also make a action depend on it (e.g. add expensive to account or add candidate to list or start complaint process).
Workflow
Assign flows while receive or send some kind of documents (e.g. reclamations, proposal etc.)
Document Hierarchy
Allows to sort documents like files in computers within folders based on client or project with possible another hidden hierarchy based on requirements, sources, and schemats.
Documents may be stores in hierarchy system that allows to better order beside assign to project/ client/ employee etc...
Document Template
Document Template system allows to store templates for forms, invoices, offers, agreements, health care documents and much more.
Version Control
Maintain document versions with detailed change history.
Why Choose Our Document Module?
Centralized Knowledge: Keep all critical information in one structured repository.
Enhanced Security: Control access with user roles and encryption.
Use Cases
- Legal & Compliance: Store contracts, policies, and regulatory documents.
- HR & Training: Manage employee handbooks, onboarding guides, and training materials.
- Manufacturing & Engineering: Maintain technical documentation, blueprints, and process manuals.