Documents in Biznsbook: An Overview
Documents is your company document hub: a governed library with categories, approvals, expiry reminders, versioning, HTML templates, OCR-assisted upload suggestions, and e-signature requests — so compliance and operational files live in one place instead of scattered drives.
What you can do
- Keep a central library for standalone and entity-linked files
- Track expiry, approval status, and reminders
- Upload with metadata, and use OCR assist on image files to suggest key fields
- Maintain version history, archive, and an audit trail
- Generate documents from HTML templates with placeholders
- Request, track, remind, and certify electronic signatures
:::info What Documents is not It is not a full external DMS, not bulk OCR extraction, and not a replacement for module-specific transactions. It stores and controls related documents. Packaging barcode labels live under Packaging, not here. :::
Before you start
| You'll need | Why |
|---|---|
| Documents module licensed | Shows the Documents menu |
| View documents | Dashboard, library, details, open/download |
| Manage documents | Upload, new versions, generate from templates |
| Approve documents | Approve/reject and manage signature requests |
| Manage categories & templates | Categories and templates screens |
| Manage reminders | Reminder rules and the Reminders page |
| Email configured (recommended) | Reminder and signature notification emails |
Finding your way around
| Menu item | Purpose |
|---|---|
| Library | Search, filter, and browse all documents |
| Upload | Add a new document |
| Dashboard | Status counters and recent uploads |
| Templates (if authorized) | Create and edit document templates |
| Categories (if authorized) | Define category rules |
| Reminders (if authorized) | Upcoming reminders and recent logs |
| Signatures (approvers) | Signature request list and status |
Recommended order
- Upload a document with the right category and metadata.
- Work with the library to find expiring or pending items.
- Manage details and versions.
- Set up categories and reminders.
- Use templates when you generate repeatable PDFs.
- Request e-signatures when a file needs sign-off.