PLANEX365 ORGANIZATION & DOCUMENTS
Give each business team the right common records and a clear way to find the documents behind its work.
Organisation administrators, operations teams and document owners.
HOW THE WORK MOVES
Each team can see the next action and the record it depends on.
Prepare branches, people and shared parties.
Choose roles, permissions and record controls.
Attach, classify and connect files with business records.
Search, review versions and follow the document lifecycle.
TOOLS FOR YOUR TEAM
Open a topic for the details and any setup or availability conditions.
Module access depends on your plan, organisation and permissions. Optional services may require separate setup or subscriptions. Review setup and scope.
Give teams a shared foundation for daily transactions.
Maintain organisation, branch and employee records.
Manage customer, supplier and transporter information.
Use supported customer imports and duplicate review to keep party records organised.
Give each person the controls needed for their responsibility.
Manage organisation users and role assignments.
Review role permissions and supported field-access policies.
Use available audit records and configuration controls with the required administrator access.
Start from a customer, supplier, transaction or search.
Search the document library and explore related business records.
Use customer and supplier document views, taxonomy and supported saved searches.
Review available preview, related-document and duplicate suggestions.
Make the document lifecycle easier to review.
Review supported versions, archive actions and recycle-bin recovery.
Use permitted integrity checks and legal-hold controls.
Review document-completeness rules and track supported requests for missing documents.
Keep approved branding close to the documents teams share.
Prepare an organisation PDF-template draft.
Preview supported samples before publishing the branding.
Use the published template on the document types that support it.
Confirm the limits and services behind the document workflow.
Review storage usage and the relevant storage subscription or limits.
Use supported direct-upload and document-intake workflows with the required access.
Optional scanned-document text extraction needs OCR enabled and a configured Tesseract runtime. File type, page and processing limits apply.
Try a shorter search or show all topics.
BEFORE YOUR TEAM STARTS
Employee records on this guide describe the implemented directory and access foundation. Payroll, attendance, digital signatures and legal-compliance certification are not included as verified features of this scope.
Current workflow Implemented capabilities, subject to module and record access.
Setup required Organisation configuration or a connected service is needed.
COMMON QUESTIONS
Yes. The document discovery surfaces include customer and supplier context, a transaction explorer and related-document views with current access checks.
No. The optional OCR service needs environment enablement and a configured Tesseract runtime, and applies file and processing limits.
The organisation template workflow supports drafts, preview and publish. Published branding applies to the document types integrated with that template.
MAKE THE WORKFLOW FIT YOUR BUSINESS
Bring a real example of the work you want to organise. We can review the relevant modules, setup and handoffs together.
EXPLORE THE CONNECTED ERP
Follow the handoff into the next business area.