2. Company documents in one place
Several different document types like briefs, meeting reports, quotations, contracts, various protocols, etc., are created in each company every day. Proper maintenance of documents includes creation, content, and design can save a lot of time in each company and save a significant amount of money.
What can Teamogy help to sort out in your company?
- Tidiness in documents – All clearly sorted in one place.
- Uniform design and content of company’s documents.
- Legal and financial protection – Correct text in financial documents.
- Approving important documents.
A specific example:
Creating a new meeting report related to a new job.
- 1. New document creation
- 2. Completing the content and add attachments
- 3. Printing documents and sending to the client
- 4. Search documents in Teamogy
To the Teamogy document you can add all written agreements, kind of notes and whaetever you need to insert including image, file or table.
The correct job description and expectations are the keys to success.
Complete the content of the client meeting report and other necessary comments.
Not just the details about agreements, but also photos from Flipcharts, sketches, or other attachments that have their own place in meeting reports.
You do not create documents only for you.
It is not a problem to print out the documents or download it in PDF format and send it to the client.
The visual style can be obviously adjusted according to your branding and needs.
Perfect! The document was created and sent to the client.
The storage of documents ia another benefit of Teamogy. The system enables you to find any documents in a second. If you would like to find any meeting report from last year, it is a not big deal, because it takes only few seconds.
How to try everything directly in the system:
- Try to create any document in Teamogy. Complete the general part of the document, do not forget add the tags and insert the content. If you have files connected to the document, use the Attachments.
- Once you have created the document, try to find it. It will take just seconds.
- A detailed manual can be found here:
How to create documents in Teamogy.
Get in Touch
Do not hesitate to contact Teamogy Support anytime. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will receive a prompt reply.