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Ügyfélportál Vásárlás Kérjen demót

Registry and document management

Registration and document history

Transparent document and case history with version and change tracking and metadata — always the version in force.

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Registration and document history — Live in production · Issue a registration number · Metadata tagging · Version control · Retrieval · Logged, auditable steps · every action is retrievable

What does it solve?

BEFORE

  • Nobody knows which is the latest version.
  • Traces of changes get lost.
  • The case history is spread across several systems.

AFTER

  • The version in force is clearly marked.
  • Change tracking: who changed what, and when.
  • A single timeline of the case's entire lifecycle.

How does it work?

  1. Issue a registration number

    A unique identifier for every document.

  2. Metadata tagging

    Customer, type, subject and retention period.

  3. Version control

    Every change is recorded as a new version.

  4. Retrieval

    Filtering by any metadata or text.

Capabilities

  • Version history

    Earlier states can be reviewed.

  • Case history timeline

    All events in chronological order.

  • Custom metadata fields

    Your own data fields per document type.

  • Permission-based view

    Only those allowed can see it.

Related features

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