Features

Documents

Learn how to integrate documents into Planivore for efficient documentation and optimized tracking of the execution of strategic and action plans.

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Why is document management essential?

Comprehensive Documentation

Integrating documents into strategic and action plans allows for in-depth documentation of processes and progress, which is essential for tracking, training, and audits.

Accessibility and Organization

Thanks to the creation of folders and the addition of documents directly in Planivore or through external links, such as Microsoft SharePoint, information remains organized and easily accessible.

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How does document management work on Planivore?

Adding and Organizing Documents

Users can add explanatory documents directly to strategic plans or action plans, as well as to individual elements of each plan, thereby organizing all relevant information into folders.

Integration with External Systems

In addition to storing documents directly in Planivore, users can also integrate links to documents hosted on external platforms like Microsoft SharePoint, facilitating integration with existing document management systems.

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What advantages does document management offer?

Improved Tracking

Centralizing documents related to strategic and action plans improves the tracking of changes, updates, and achievements over time.

Enhanced Collaboration

Easy access to necessary documents from Planivore or via external links encourages collaboration among teams, ensuring that all members have the information they need for their work.

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