- \n
- Tidiness in documents – All clearly sorted in one place.<\/li>\n
- Uniform design and content of company\u2019s documents.<\/li>\n
- Legal and financial protection – Correct text in financial documents.\u00a0<\/li>\n
- Approving important documents.<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_text _builder_version=”4.7.7″ text_font=”|300|||||||” text_font_size=”20px” header_font=”||||||||” header_3_font=”||||||||” header_6_line_height=”1.3em” custom_margin=”||40px||false|false” locked=”off”]<\/p>\n
A specific example:<\/h6>\n
Creating a new meeting report related to a new job.<\/strong><\/span><\/h6>\n
[\/et_pb_text][et_pb_tabs _builder_version=”4.7.7″ border_width_all=”0px”][et_pb_tab title=”1. New document creation” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n![\"\"](\"https:\/\/www.teamogy.com\/wp-content\/uploads\/New-Document-Creation_BMW.png\")
<\/span><\/a><\/div>\n\nTo the Teamogy document you can add all written agreements, kind of notes and whaetever you need to insert including image, file or table.<\/p>\n
The correct job description and expectations are the keys to success.<\/p>\n<\/div>\n<\/div>\n
[\/et_pb_tab][et_pb_tab title=”2. Completing the content and add attachments” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n![\"\"](\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-12.17.15.png\")
<\/span><\/a><\/div>\n\nComplete the content of the client meeting report and other necessary comments. <\/span><\/p>\n
Not just the details about agreements, but also photos from Flipcharts, sketches, or other attachments that have their own place in meeting reports.<\/span><\/p>\n<\/div>\n<\/div>\n
[\/et_pb_tab][et_pb_tab title=”3. Printing documents and sending to the client” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n![\"\"](\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-13.55.46.png\")
<\/span><\/a><\/div>\n\nYou do not create documents only for you.<\/p>\n
It is not a problem to print out the documents or download it in PDF format and send it to the client.<\/p>\n
The visual style can be obviously adjusted according to your branding and needs.<\/span><\/p>\n<\/div>\n<\/div>\n
[\/et_pb_tab][et_pb_tab title=”4. Search documents in Teamogy” _builder_version=”4.7.7″ body_font=”|300|||||||”]<\/p>\n
\n![\"\"](\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-14.10.57.png\")
<\/span><\/a><\/div>\n\nPerfect! The document was created and sent to the client. <\/span><\/p>\n
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.<\/p>\n<\/div>\n<\/div>\n
[\/et_pb_tab][\/et_pb_tabs][et_pb_text _builder_version=”4.7.7″ _module_preset=”default” text_font=”|300|||||||” header_5_line_height=”1.4em” background_color=”#ffffff” custom_margin=”80px||80px||false|false” custom_padding=”20px|40px||40px|false|false” border_radii=”on|10px|10px|10px|10px” border_color_all=”#ff4c00″ box_shadow_style=”preset1″ box_shadow_blur=”68px” box_shadow_spread=”-29px” locked=”off”]<\/p>\n
How to try everything directly in the system:<\/h5>\n
- \n
- 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.\u00a0<\/span><\/li>\n
- Once you have created the document, try to find it. It will take just seconds.<\/li>\n
- A detailed manual can be found here:<\/span>
<\/span>How to create documents in Teamogy.<\/a><\/li>\n<\/ul>\n[\/et_pb_text][et_pb_text disabled_on=”on|on|on” _builder_version=”3.27.4″ text_font=”|300|||||||” text_font_size=”20px” header_font=”||||||||” header_3_font=”||||||||” custom_margin=”-20px||40px” disabled=”on”]<\/p>\n
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- 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.\u00a0<\/span><\/li>\n