VP Document Management – An integrated DMS
Efficient document management with Visual Planning®
In many companies, day-to-day work is closely linked to a wide variety of documents – be they contracts, plans, supporting documents, reports or instructions. However, this information is often stored in different locations, difficult to find or not directly linked to the relevant processes. This is precisely where the Document management in Visual Planning® With the optional document management module, you can integrate files directly into your planning. Documents can be assigned in a structured manner to projects, tasks, customers, resources or staff. This enables you to create a centralised information base that is quickly accessible at any time – for all authorised users within the company.
Whether PDFs, Office documents, images or other formats: management is secure, traceable and seamless. Changes and versions can be documented, ensuring that the latest version is always accessible. At the same time, all information remains available within the planning context – saving time and reducing the risk of errors.
Your benefits at a glance:
- Centralised storage of all relevant files directly within Visual Planning®
- Quick access to documents relating to projects, appointments or people
- Greater traceability and transparent information sharing
- Support for common file formats such as PDF, Word, Excel, JPG and many more.
- Reducing search times and duplicate entries
- Compliance with documentation requirements and internal standards
Particularly in the areas of Project management, Staff planning, Construction, Service calls or Maintenance Integrated document management delivers a real efficiency gain. The module also provides vital support for audits and certification processes.
Take advantage of the opportunity to manage your data and documents right where you do your planning – directly in Visual Planning®. This keeps processes streamlined, workflows transparent and information always available.
Integrated into VISUAL PLANNING:
- Configurable module
- Saving your Word models
Document generation:
- On request
- Automatically: when events are created or modified in VISUAL PLANNING
- Direct PDF conversion (built-in converter)
Document storage:
- In the ‘Attachments’ categories of VP
- Upload the directories created by VISUAL PLANNING to the server
Submission of documents:
- Printing using their own applications: Word, PDF viewer
- In email attachments sent via VP (see the ‘Email dispatch’ function)