The handling of documents is a key element in any business and used in many contexts. Lean Point helps you streamline and optimize handling. For each individual module in the solution, from customers, projects and staff to inventories and suppliers, it is possible to attach relevant documents. Once a document is attached to the case, it is easy to find again and you save a lot of paper as it is all stored electronically.
The solution is so flexible that you are free to create all the document types you need. You can also set a validity of the document yourself. It is used, for example, if a certificate on an employee expires after a certain period, e.g. a heating course, welding certificate or offshore certificate. The same applies to the validity of an offer to a customer or a safety certificate on a machine. A document can also be set as constant, without an expiration date, such as a journeyman’s letter, etc.
You keep track of your employees’ certificates and other competencies and avoid that a certificate required to be able to perform a particular piece of work has expired without it being discovered in time. You will automatically be notified if an employee’s certificate is about to expire, so it can be renewed in time. It is not certain that the employee himself is aware of exactly when a particular certificate expires.
For each case in the system, you can attach documents. It can be on a project or a task. Here you can attach minutes from construction meetings, drawings, checklists and much more. Common to the solution is that relevant documents are stored electronically directly on the case. Then you have access to them no matter where you are. If you have created electronic forms for the cases, they will be saved as a document as soon as the form is completed.
Get started !
Start optimizing workflows today. Start a free 30-day trial of LeanPoint without any credit card information or binding
LeanPoint document handling makes your work easier, almost no matter what industry you work in. All companies have documents to handle, and for many it is especially for their employees. But one thing is for sure – it takes time to handle. Therefore, LeanPoint is a good choice if you want 100% control of the documents in the company.
