Document Management
Cetec ERP includes a built-in document management system. Store, link, and control documents directly within orders, BOMs, and parts, with full revision history and approvals.
Cetec ERP Can Help You
Centralize Documents
- Associate files directly with parts, BOMs, orders, and other business objects
- Store any file type in the ERP system for easy retrieval
- Eliminate complex file naming schemes and shared drive sprawl
Centralize Documents
- Associate files directly with parts, BOMs, orders, and other business objects
- Store any file type in the ERP system for easy retrieval
- Eliminate complex file naming schemes and shared drive sprawl
Other Document Management Features Include
ERP-Wide Document Control
Manage documents centrally with integration across every ERP module.
Revision Control & History
Maintain full revision histories with approvals tied to document workflows.
Intelligent Document Association
Link documents to parts, BOM revisions, work orders, customers, quotes, and orders for instant access.
Related Documents Access
Access linked BOM revision documents from work orders, or customer documents from quotes and orders.
Document Workflow Approvals
Require review and approval before new document versions are released.
Generate ERP Documents
Create standard business documents directly within Cetec ERP.
Auto-Populated Forms
Insert ERP data into documents automatically to reduce typing and ensure professionalism.
Scan & Attach with OCR
Capture, scan, and attach receiving or work order documents with OCR support (upgrade option).
Embedded File Storage
Store and retrieve any file type within ERP, eliminating dependency on external drives or naming conventions.
Audit Trails on Documents
Track document changes, approvals, and usage for compliance audits.
Mobile & Paperless Access
View or attach documents from any connected device to support a paperless environment.
Role-Based Permissions
Control access to sensitive documents with user-level security.
Document Search & Filters
Locate documents quickly by type, status, or associated object.
Why It Matters
Drawings, certifications, and work instructions are only useful if they’re accessible and current. When files sit in shared drives or cabinets, they’re hard to find and easy to lose. Cetec ERP ties documents directly to parts, orders, and processes, with revision control, approvals, and audit trails built in. Teams get the right version every time, without wasted searches or duplicate records.