Document Management_ - Customer Xperts

Document Management_

Keep all your files in a central repository in an organized manner and with optimized search mechanisms. Properly manage the life cycle of your documents and maintain your corporate knowledge.

If you have Office 365, you don’t have to pay any license!!

Document Centers

We structure documentary spaces to organize and classify all documentary information. Configuration of the main portal and up to 8 documentary subsites that represent critical areas of the business.

Documents Life Cycle

Manage the life cycle of documents to have greater control over the documentation that is created and received in the organization, in addition to establishing periods of validity of them according to internal or external policies. Configuration of up to 5 cycle management scenarios and document layout.

Security Reliability and Availability

Access to the information that each person needs to do their job, with high standards of information security and appropriate privileges for each role of the organization. Configuration of security and access levels per user role within the document structure.

Document Versions and Approvals

Enable document version management capabilities, and document approval flows to seamlessly the development of new presentations, documents and spreadsheets that go through a build and approval cycle. Configuration of up to 10 basic flows of document approval and version management enablement in up to 20 document libraries.

Implementation, Support and Change Management

12.950 USD

Document Management


Companies generate and keep documentation and files every day. Store and control the life cycle of documents in your organization — how is the creation, review, published, and how they are ultimately disposed of or retained.

Business Value

With the Document Management implementation based on Microsoft SharePoint Online, we have helped companies preserve the knowledge generated in the day-to-day life of their employees, increasing their productivity of up to 30%, which directly impacts operational costs. Additionally, productivity has improved by enabling document classification options, thus helping to have a powerful search tool.

Using the tools you already use

Connect your Microsoft Office applications and your folders to your document repositories to make document management easier for everyone in your organization.

Many documents are the result of hours of work. Those represent your company’s knowledge. Document Management enables you to make this knowledge available to the people that need the right information at the right time.

Information Discovery

People spend a significant amount of time looking for information to answer customer inquiries or understanding an internal procedure. Enable search capabilities to find required documents and information on time quickly. Document management means information at your fingertips.

Collaboration & Teamwork

Collaborative sites that give users the ability to share documents between multiple teams. Online document collaboration tools that can help your remote teams work like they in the same room.

Content Governance

Plan the appropriate degree of control based on content type or storage location and the appropriate access levels to empower people to do their day to a day job while keeping information safe.


We have implemented this kind of solutions in multiple industries such as Quality-oriented companies, companies in the oil and gas sector, call centers, retail, food and beverage, professional services, manufacturing, utilities, financial, insurance, logistics, institutions Academic and government, among others.

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