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Document Manager

Document generation

Effortlessly create contracts and documents with customizable templates that suit your business needs, ensuring consistent
formatting and reducing manual work.

Main features

This product is part of the Foci platform. Discover how our modular ecosystem can fulfill your needs.

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Data integration options

  • Realtime data processing from SAP SuccessFactors
  • Modules: Recruitment, Employee Central, Profile, Onboarding


User interface integration options

  • Main menu
  • Take action and go to menu
  • Homepage
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  • Setup document templates using our online editor
  • Edit documents during generation
  • Dynamic content based on conditions (conditional blocks)
  • Generate multiple documents at once
  • Flexible styling & layout
  • Manual & event-based generation
  • Define mandatory & optional merge fields
  • Get data from different data sources
  • Preview documents before sending
  • Dashboards
  • Build your document generation processes
  • Approval, review, and acknowledgment steps
  • Overview of the status of all running and completed processes
  • Notifications
  • View documents without downloading
  • Permissions per folder
  • Mass upload
  • Document types
  • Thumbnail view documents
  • Multiple folder structures
  • Audit trail Drag and drop into employee file
  • Automatic transfer from recruiting to employee file
  • Document Checks
  • Overview of Checked Documents
  • Automatic Document Request
  • Retention Policies
  • Automatic Remove Expired Documents
  • Approval on documents up for removal
  • Search easily on document name
  • Extensive search on all document information including metadata (fields) using the Documents report
  • Download all relevant information to Excel for analyzing the document information
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Main features

Document workflow

Design and automate document workflows, including approval, review, and acknowledgment steps, to streamline collaboration and enhance efficiency.

Document signing

Securely capture digital signatures from any location, speeding up approval processes and ensuring legal compliance with e-signature providers. Docusign, Validsign, Adobe Acrobat Sign, Scrive.

Document file management & storage

Store all documents in one central, secure location with access controls, ensuring your files are easily retrievable and protected from unauthorized access.

Document compliance & retention

Configure retention policies and compliance rules to ensure your documents meet regulatory requirements and are stored for the necessary duration.

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