The Documents module provides the ability to link physical documents to records in Baseplan Enterprise. For instance, an invoice can be scanned and linked to a supplier invoice record in the system.

Copies of all the linked attachments are maintained in a Central Location. This minimises data loss if attachments are deleted accidentally. Documents can be sent to other users in Baseplan Enterprise or emailed directly from the module.

N.B. If you are unable to access the described functionality in Baseplan Enterprise, please contact Baseplan Support at helpdesk@baseplan.com

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