Documents
Documents, kept with the record.
SaaSify DMS is the document library: files grouped by the employee, client, vendor, or candidate they belong to.
Get Started writes to humans@sayge.in. New accounts are arranged for you. There is no public signup.
Four owners
Browse documents for employees, clients, vendors, and candidates.
Attach a file
Add a document to the record you are viewing.
Open it again
Open an attached document from that same record.
Add a vendor or candidate
Those two can be created from DMS. Employees and clients are managed in their own areas.
A file is useless if it is not with the person.
DMS is for the documents that should sit with an employee, a client, a vendor, or a candidate.
01
Contracts and papers stored somewhere other than the record they describe.
02
No single place to open a vendor’s or a candidate’s documents.
03
A file that has to be forwarded because the person who needs it cannot open it.
How a document is kept.
From the library to the file on a record.
01
Choose the group
Employees, clients, vendors, or candidates.
02
Open the record
Find the person or organisation the file belongs to.
03
Attach the document
Add the file to that record.
04
Open it later
Come back to the same record and open the document.
What DMS covers.
Taken from the current document library.
- 01
Four owners
Browse documents for employees, clients, vendors, and candidates.
- 02
Attach a file
Add a document to the record you are viewing.
- 03
Open it again
Open an attached document from that same record.
- 04
Add a vendor or candidate
Those two can be created from DMS. Employees and clients are managed in their own areas.
For the people who keep the papers.
DMS suits a team that already keeps employee, client, vendor, or candidate records in SaaSify.
HR teams
Employee documents next to the person, not in a separate folder only one person can find.
Operations
Vendor and candidate files in the same library.
Client work
Client documents grouped with that client.
Questions
Is DMS the same as the documents on an employee profile?
Employee documents can be kept with the employee. DMS is the library for employees, clients, vendors, and candidates.
Can I add anyone from DMS?
Vendors and candidates can be added from DMS. Employees are added in HRMS.
How do we get access?
Email humans@sayge.in. New access is arranged for you.
Help is part of it.
You can start on your own. When you want a person, the team is there.
- 24×7 supportCall or write any time. Someone from the team will help.
- MultilingualGet help in the language your business works in.
- In-person onboardingWe can sit with you and set SaaSify up on site.
- TutorialsShort guides are there when you want to learn it yourself.
- Team trainingIf the whole team needs a walkthrough, we can arrange it.
- Custom flowsUser journeys can be shaped for your business. Call us, tell us what you need, and we will customise it for you.