Document Management Free Template
Request and manage documents in one single tool. The process starts with a document requirement from someone in the team.
The document request is sent for approval and then to generation. After generated, it will be moved to a management phase, in which the document will stay until its expiration date.
Documents can be updated and changed. New documents should be attached and all changes registered in the card.
When the document is expired, the card should be moved to Expired Document’s phase, and a new request generated.
Adapt this template for your needs and hit the ground running
Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
Customize your unique needs without help from the IT department.
Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.
Standardize requests, prioritize approvals and communicate faster than ever.
Investment Management Workflow
For investment companies that want to manage the investment portfolio of their clients.
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It is an essential tool for the effectiveness of the industry.