{"id":60308,"date":"2021-10-07T14:01:18","date_gmt":"2021-10-07T14:01:18","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=60308"},"modified":"2023-09-11T04:25:15","modified_gmt":"2023-09-11T04:25:15","slug":"do-it-smart-keep-smart-documents-in-your-company","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/cs\/blog\/do-it-smart-keep-smart-documents-in-your-company\/","title":{"rendered":"D\u011blejte to chyt\u0159e – m\u011bjte ve firm\u011b chytr\u00e9 dokumenty"},"content":{"rendered":"

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BLOG<\/strong><\/h1>\n

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D\u011blejte to chyt\u0159e – m\u011bjte ve firm\u011b chytr\u00e9 dokumenty<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=“3_4,1_4″ _builder_version=“4.6.1″ _module_preset=“default“ max_width=“790px“ custom_padding=“0px|||||“][et_pb_column type=“3_4″ _builder_version=“4.6.1″ _module_preset=“default“][et_pb_text _builder_version=“4.9.4″ _dynamic_attributes=“content“ text_font=“|300||on|||||“ text_letter_spacing=“2px“ custom_padding=“||||false|false“ locked=“off“]@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9hdXRob3IiLCJzZXR0aW5ncyI6eyJiZWZvcmUiOiIiLCJhZnRlciI6IiIsIm5hbWVfZm9ybWF0IjoiZGlzcGxheV9uYW1lIiwibGluayI6Im9mZiIsImxpbmtfZGVzdGluYXRpb24iOiJhdXRob3JfYXJjaGl2ZSJ9fQ==@[\/et_pb_text][\/et_pb_column][et_pb_column type=“1_4″ _builder_version=“4.6.1″ _module_preset=“default“][et_pb_text _builder_version=“4.9.4″ text_text_color=“#ff4c00″ text_orientation=“right“ module_alignment=“right“ custom_padding=“||||false|false“ hover_enabled=“0″ locked=“off“ sticky_enabled=“0″]<\/p>\n

12 MIN READ<\/p>\n

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Ka\u017ed\u00fd den vytv\u00e1\u0159\u00ed lid\u00e9 ve firm\u011b mnoho r\u016fzn\u00fdch dokument\u016f. A z\u00e1rove\u0148 spoustu dokument\u016f obdr\u017e\u00ed. A\u0165 u\u017e se jedn\u00e1 o z\u00e1pisy z jedn\u00e1n\u00ed, objedn\u00e1vky, faktury, rozpo\u010dty pro klienta nebo od dodavatel\u016f nebo t\u0159eba smlouvy.<\/strong><\/p>\n

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Pr\u00e1ce s velk\u00fdm mno\u017estv\u00edm dokument\u016f bez syst\u00e9mu je administrativn\u011b n\u00e1ro\u010dn\u00e1, bere \u010das a nese sebou probl\u00e9my. <\/strong><\/span><\/h5>\n
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5 nej\u010dast\u011bj\u0161\u00edch probl\u00e9m\u016f<\/span> p\u0159i pr\u00e1ci s dokumenty:<\/strong><\/p>\n

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1. Ztr\u00e1ta d\u016fle\u017eit\u00fdch dokument\u016f<\/strong><\/p>\n

Nen\u00ed p\u0159\u00edjemn\u00e9 si \u0159\u00edkat klientovi znovu o objedn\u00e1vku nebo kopii smlouvy.<\/p>\n

2. Dlouh\u00e9 hled\u00e1n\u00ed dokument\u016f<\/strong><\/p>\n

Kolik jin\u00fdch v\u011bc\u00ed by se dalo stihnout m\u00edsto nudn\u00e9ho hled\u00e1n\u00ed. A naj\u00edt dokument kolegy, kter\u00fd odjel na dovolenou? T\u00e9m\u011b\u0159 nemo\u017en\u00e9.<\/p>\n

3. Z firmy odch\u00e1z\u00ed dokumenty s r\u016fzn\u00fdm vizu\u00e1ln\u00edm stylem, podle toho, kdo je zrovna vytvo\u0159il<\/strong><\/p>\n

Ka\u017ed\u00fd dokument m\u016f\u017ee vypadat jinak podle toho, kdo ho zrovna vytvo\u0159il. \u00dapln\u011b profesion\u00e1ln\u011b a d\u016fv\u011bryhodn\u011b to bohu\u017eel nep\u016fsob\u00ed.<\/p>\n

4. Dokumenty odch\u00e1z\u00ed ne\u0159\u00edzen\u011b – bez schv\u00e1len\u00ed, kontroly nebo pozd\u011b<\/strong><\/p>\n

Nab\u00eddka klientovi je odesl\u00e1na pozd\u011b nebo bez p\u0159edchoz\u00edho intern\u00edho schv\u00e1len\u00ed.<\/p>\n

5. V rozpo\u010dtech jsou chyby, proto\u017ee se je\u0161t\u011b st\u00e1le d\u011blaj\u00ed v excelu<\/strong><\/p>\n

Ud\u011blat chybu je lidsk\u00e9, ale kolik pen\u011bz m\u016f\u017ee st\u00e1t takov\u00fd \u0161patn\u00fd vzore\u010dek v excelu rad\u011bji nechcete v\u011bd\u011bt.<\/p>\n

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Zm\u00edn\u011bn\u00e9 probl\u00e9mov\u00e9 situace stoj\u00ed lidi v t\u00fdmu \u010das, nervy a v kone\u010dn\u00e9m d\u016fsledku i pen\u00edze<\/span><\/a>.<\/strong><\/p>\n

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Pohodln\u00fdm a chytr\u00fdm \u0159e\u0161en\u00edm jsou chytr\u00e9 dokumenty v Teamogy.<\/strong><\/span><\/h5>\n
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A \u010d\u00edm se chytr\u00e9 dokumenty odli\u0161uj\u00ed od t\u011bch b\u011b\u017en\u00fdch? Zde je 8 hlavn\u00edch benefit\u016f chytr\u00fdch dokument\u016f.<\/span><\/strong><\/p>\n

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1. V\u0161echny dokumenty jsou na jednom m\u00edst\u011b a nav\u00edc p\u0159ehledn\u011b<\/strong><\/span><\/p>\n

Na jedno m\u00edsto lze um\u00edstit r\u016fzn\u00e9 typy dokument\u016f (z\u00e1pisy, prezentace, rozpo\u010dty) od r\u016fzn\u00fdch autor\u016f pro r\u016fzn\u00e9 firmy.<\/strong> Ke ka\u017ed\u00e9mu dokumentu lze tak\u00e9 jednodu\u0161e p\u0159idat p\u0159\u00edlohu nebo odkaz nap\u0159\u00edklad na Google docs nebo extern\u00ed \u00falo\u017ei\u0161t\u011b. K dokument\u016fm m\u00e1te nav\u00edc p\u0159\u00edstup kdykoli a odkudkoli.<\/strong><\/p>\n

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2. Naj\u00edt dokument je snadn\u00e9<\/strong><\/span><\/p>\n

Dal\u0161\u00ed v\u00fdhodou chytr\u00fdch dokument\u016f je, \u017ee je najdete opravdu snadno a rychle! Do n\u011bkolika vte\u0159in! Opravdu! <\/strong>Dokumenty si m\u016f\u017eete jednodu\u0161e set\u0159\u00eddit a dohledat pomoc\u00ed r\u016fzn\u00fdch filtr\u016f, \u0161t\u00edtk\u016f a kategori\u00ed. I po n\u011bkolika letech pou\u017e\u00edv\u00e1n\u00ed syst\u00e9mu tak budete schopni naj\u00edt velmi rychle p\u0159esn\u011b ten dokument, kter\u00fd pot\u0159ebujete.<\/strong><\/p>\n

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3. Dokumenty se tvo\u0159\u00ed snadno<\/strong><\/span><\/p>\n

Jak\u00fdkoliv dokument m\u016f\u017eete jednodu\u0161e vytvo\u0159it ze \u0161ablony nebo naklonovat existuj\u00edc\u00ed.<\/strong> \u0160ablony mohou obsahovat i ur\u010dit\u00e9 standardizovan\u00e9 texty (nap\u0159\u00edklad podm\u00ednky na objedn\u00e1vk\u00e1ch \u010di rozpo\u010dtech). M\u00e1te potom jistotu, \u017ee dan\u00fd dokument obsahuje v\u0161e pot\u0159ebn\u00e9 pro h\u00e1jen\u00ed z\u00e1jm\u016f firmy. A nehroz\u00ed nebezpe\u010d\u00ed, \u017ee lid\u00e9 v t\u00fdmu si zapomenou tyto informace p\u0159edat nebo jednodu\u0161e do dokumentu napsat.<\/strong> Samoz\u0159ejm\u011b v\u0161e m\u016f\u017eete upravovat tak, jak jste zvykl\u00ed z jin\u00fdch textov\u00fdch editor\u016f.<\/p>\n

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4. Efektivn\u00ed datov\u00e1 prov\u00e1zanost mezi dokumenty a dal\u0161\u00edmi \u010d\u00e1stmi syst\u00e9mu<\/strong><\/span><\/p>\n

Dal\u0161\u00ed skv\u011blou vlastnost\u00ed chytr\u00fdch dokument\u016f Teamogy je datov\u00e1 prov\u00e1zanost informac\u00ed z dokument\u016f s dal\u0161\u00edmi \u010d\u00e1stmi syst\u00e9mu. Co to konkr\u00e9tn\u011b znamen\u00e1? <\/strong><\/p>\n

Jedn\u00e1 se p\u0159edev\u0161\u00edm o dokumenty nesouc\u00ed finan\u010dn\u00ed informace. Nap\u0159\u00edklad informace ze schv\u00e1len\u00e9ho rozpo\u010dtu jsou automaticky p\u0159eneseny do p\u0159\u00edslu\u0161n\u00e9 zak\u00e1zky. Po jej\u00edm dokon\u010den\u00ed a vyfakturov\u00e1n\u00ed se finan\u010dn\u00ed p\u0159ehled a v\u00fdsledky zak\u00e1zky automaticky p\u0159enesou a jsou dostupn\u00e9 ve v\u0161ech finan\u010dn\u00edch reportech.<\/strong><\/p>\n

Nemus\u00edte tady zbyte\u010dn\u011b ztr\u00e1cet \u010das p\u0159episov\u00e1n\u00edm dat a vyvarujete se mo\u017en\u00fdch chyb. V\u0161e za v\u00e1s bezchybn\u011b zajist\u00ed Teamogy.<\/p>\n

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5. Snadno se dodr\u017euje jednotn\u00e1 vizu\u00e1ln\u00ed identita dokument\u016f<\/strong><\/span><\/p>\n

Zn\u00e1te situaci, \u017ee v\u00e1m chod\u00ed dokumenty z jedn\u00e9 firmy, ale rozhodn\u011b to tak nevypad\u00e1? Ka\u017ed\u00fd dokument je toti\u017e v jin\u00e9m stylu a nep\u016fsob\u00ed to profesion\u00e1ln\u011b.<\/p>\n

V Teamogy jednotn\u00e9 vizu\u00e1ln\u00ed identity dos\u00e1hnete snadno. M\u016f\u017eete si jednodu\u0161e nastavit podobu firemn\u00edch dokument\u016f, kter\u00e1 v\u00e1m vyhovuje <\/strong>a pot\u00e9 ji pou\u017e\u00edv\u00e1 automaticky cel\u00fd t\u00fdm.<\/p>\n

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6. Pohodln\u011b lze nastavit kontrolu a schvalov\u00e1n\u00ed dokument\u016f<\/strong><\/span><\/p>\n

D\u016fle\u017eitou vlastnost\u00ed chytr\u00fdch dokument\u016f je mo\u017enost nastaven\u00ed schvalovac\u00edch proces\u016f podle individu\u00e1ln\u00edch pot\u0159eb ka\u017ed\u00e9 firmy. <\/strong>T\u00edm je zaji\u0161t\u011bno, \u017ee z firmy odch\u00e1z\u00ed zkontrolovan\u00e9, korektn\u00ed dokumenty.<\/p>\n

Nap\u0159\u00edklad klientsk\u00fd rozpo\u010det \u010di objedn\u00e1vka nad ur\u010ditou \u010d\u00e1stku mus\u00ed b\u00fdt schv\u00e1leny nad\u0159\u00edzen\u00fdm autora dokumentu. Osoba, na kterou byl dokument postoupen ke schv\u00e1len\u00ed nebo revizi, je d\u00edky notifikaci okam\u017eit\u011b upozorn\u011bna a m\u016f\u017ee dokument zpracovat hned, jak k tomu bude m\u00edt prostor. V\u00fdrazn\u011b se tak minimalizuje riziko, \u017ee s firmy odch\u00e1z\u00ed dokumenty s chybami \u010di nedostatky.<\/strong><\/p>\n

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7. K dokument\u016fm lze nastavit p\u0159\u00edstupov\u00e1 pr\u00e1va podle pot\u0159eb dan\u00e9 firmy<\/strong><\/span><\/p>\n

V ka\u017ed\u00e9 firm\u011b existuj\u00ed dokumenty, kter\u00e9 jsou ur\u010deny pouze vybran\u00fdm lidem z t\u00fdmu. D\u00edky chytr\u00fdm dokument\u016fm snadno nastav\u00edte p\u0159\u00edstupov\u00e1 pr\u00e1va. Ka\u017ed\u00fd typ dokumentu m\u016f\u017ee m\u00edt p\u0159edem definovanou skupinu osob, kter\u00e1 ho sm\u00ed vytvo\u0159it, vid\u011bt nebo editovat.<\/strong> A nav\u00edc u ka\u017ed\u00e9ho dokumentu m\u016f\u017eete nastavit p\u0159\u00edstupov\u00e1 pr\u00e1va individu\u00e1ln\u011b.<\/p>\n

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8. Dokumenty jsou ulo\u017eeny bezpe\u010dn\u011b, v syst\u00e9mu kter\u00fd je lokalizov\u00e1n do jazyka dle p\u0159\u00e1n\u00ed u\u017eivatel\u016f<\/strong><\/span><\/p>\n

Teamogy je pln\u011b lokalizov\u00e1no do v\u00edce ne\u017e 30 jazyk\u016f<\/strong> a m\u016f\u017ee b\u00fdt snadno p\u0159elo\u017eeno do dal\u0161\u00edch.<\/p>\n

Teamogy m\u00e1 tak\u00e9 p\u0159ipraveno lok\u00e1ln\u00ed finan\u010dn\u00ed nastaven\u00ed a to od sazeb DPH, p\u0159es pou\u017e\u00edvan\u00e9 m\u011bny a\u017e po dal\u0161\u00ed pot\u0159ebn\u00e1 lok\u00e1ln\u00ed nastaven\u00ed.<\/strong> A to v\u0161e pro v\u00edce ne\u017e 50 zem\u00ed.<\/p>\n

A pokud pot\u0159ebujete poradit, m\u016f\u017eete kontaktovat n\u00e1\u0161 ochotn\u00fd t\u00fdm podpory na online chatu, kter\u00e1 V\u00e1m obratem odpov\u00ed a porad\u00ed s Va\u0161\u00edm dotazem.<\/strong><\/p>\n

V\u0161echny dokumenty jsou tak\u00e9 bezpe\u010dn\u011b ulo\u017eeny a pravideln\u011b z\u00e1lohov\u00e1ny.<\/strong> Bezpe\u010dnost dat je pro n\u00e1s prioritou.<\/p>\n

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Nepo\u0159\u00e1dek v dokumentech? To m\u016f\u017ee b\u00fdt snadno minulost\u00ed. <\/strong>Pokud V\u00e1s l\u00e1k\u00e1 m\u00edt dokumenty veden\u00e9 ve firm\u011b profesion\u00e1ln\u011b, pohodln\u011b a p\u0159ehledn\u011b, vyzkou\u0161ejte chytr\u00e9 dokumenty v Teamogy. Uvid\u00edte, \u017ee to ocen\u00ed cel\u00fd t\u00fdm. Od nov\u00e1\u010dk\u016f a\u017e po zku\u0161en\u00e9 kolegy.<\/p>\n

<\/blockquote>\n

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Sta\u010d\u00ed, kdy\u017e n\u00e1m nap\u00ed\u0161ete o sv\u00e9m z\u00e1jmu na welcome@teamogy.com<\/a><\/span> nebo se registrujte a vyzkou\u0161ejte Teamogy zdarma.<\/strong><\/p>\n

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Na\u010fa je \u010dlenkou managementu spole\u010dnosti AD-IN-ONE Europe. Jej\u00ed specializac\u00ed je kou\u010dink a marketingov\u00e1 komunikace. Je certifikovan\u00fdm kou\u010dem ICF a \u010cAKO a dr\u017eitelkou ocen\u011bn\u00ed Direct market\u00e9r roku ud\u011blen\u00fdm asociac\u00ed ADMEZ. Marketingu se v\u011bnuje p\u0159es 25 let, kou\u010dov\u00e1n\u00ed posledn\u00edch 7 let. Ve voln\u00e9m \u010dase se v\u011bnuje jachtingu a je aktivn\u00edm fanou\u0161kem modern\u00ed gymnastiky, kterou sama v ml\u00e1d\u00ed d\u011blala.<\/span><\/p>\n

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Mohlo by V\u00e1s je\u0161t\u011b zaj\u00edmat<\/h4>\n

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Nenechte si uj\u00edt zaj\u00edmav\u00e9 \u010dl\u00e1nky a tipy<\/strong><\/h6>\n

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Chcete-li b\u00fdt mezi prvn\u00edmi, zadejte pros\u00edm V\u00e1\u0161 e-mail. Budeme se sna\u017eit pos\u00edlat v\u017edy kvalitn\u00ed a pro v\u00e1s zaj\u00edmav\u00fd obsah.<\/p>\n

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Nastartuje sv\u016fj byznys<\/h3>\n

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Od |LY| |CUR| m\u011bs\u00ed\u010dn\u011b za u\u017eivatele<\/h5>\n

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Ka\u017ed\u00fd den vytv\u00e1\u0159\u00ed lid\u00e9 ve firm\u011b mnoho r\u016fzn\u00fdch dokument\u016f. A z\u00e1rove\u0148 spoustu dokument\u016f obdr\u017e\u00ed.<\/p>\n","protected":false},"author":5,"featured_media":60406,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[248,251],"tags":[],"class_list":["post-60308","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-blog-tips"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts\/60308","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/comments?post=60308"}],"version-history":[{"count":0,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts\/60308\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/media\/60406"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/media?parent=60308"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/categories?post=60308"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/tags?post=60308"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}