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.
Contractor / Freelancer Management
This template was designed to help you keep track of all the job’s information.
Task Management for Law Firms
Categorize and assign tasks, set deadlines, and monitor the performance of your staff.
Asset and leasing management
Designed for real estate companies that want to manage their list of assets.