How to use Document Management?

 

Keeping company documents organized and sharing them team is always challenging. With AntMyERP’s Document Management, you can upload files, arrange them, and share important documents with your team in just a few clicks.

To get started, open Document Management. Here, you’ll see all your uploaded documents, files shared with you, and even deleted documents. Each document shows the profile image of the employee it’s connected to, making collaboration clear and simple.

Uploading a document is straightforward. Add the document name, include tags or notes if needed, and link it to a customer, partner, or ticket. You can also choose the team members who should have access. Once saved, the document is instantly available for the selected users.

Whenever someone needs a document, they can quickly view its details — who uploaded it, any notes, the related customer—and download it if needed. This makes finding and using files simple and hassle-free.

Finding documents is easy too. Search by name, customer, vendor, or ticket number to locate exactly what you need. AntMyERP keeps all your documents organized, accessible, and shared securely, helping your team work smarter and faster.

By using AntMyERP’s Document Management, your team can save time, reduce errors, and stay on top of all important files. No more lost documents, confusion, or back-and-forth emails, everything you need is right at your fingertips.

Watch the full video and see how AntMyERP can simplify your document management and make team collaboration effortless.