Documents Management Free Excel Template M1.
Excel is possibly the worst system to carry documents management in the company since it is not a database capable of storing a large volume of data, fortunately today most companies use shared storage systems to keep safe their documents like Google drive or Dropbox.
Despite having these shared storage systems, we need to organize the documents, and this is where this Excel template comes into play.
In a table we can organize up to 1,000 documents, we can classify them by categories, managers, departments, assign a name, assign a date, register a field of notes and automatically through a button to be able to attach the link of the shared document from Google drive or Dropbox, the button automatically saves the link and creates the text Attached Document, in this way we save time instead to create manually each link with Excel.
To open the document, just click on the link and it will open in the browser so you can consult it without having to download it to your PC.
This tool is free and open for you to modify.
Images Documents Management Free Excel Template
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Industrial company financial manager
Dani is helping us to use ODOO more efficiently, we are rapidly leveling up with the ERP. It is also preparing us very useful analysis and control reports and outstanding management tools. Always available by phone or email, willing to help and collaborate in everything that is proposed. Very professional and fast work. A key service for our company.
Controller ODOO ERP