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19 setembro 2024

Document management and integrated calendar

Having good document management means, above all, planning and organization. In addition to creating, importing and storing documents, it is essential to have full control of document-related activities, to be able to manage timing safely and efficiently, and to plan workflows by accurately complying with company deadlines and times. For this reason, the integrated calendar in many document management software is a crucial tool, making it easy to keep track of important events and ensuring a smooth workflow.

Benefits of the integrated calendar

The main function of an integrated calendar is to allow the planning and organization of document-related activities, such as approvals, reviews, and deadlines. Furthermore, by linking documents to calendar reminders and setting up specific notifications, project deadlines can be automatically tracked, avoiding forgetfulness or delays.


The calendar integrated into the document management software is shared by the entire work team and facilitates collaboration between members, allowing everyone to be updated on commitments and ongoing activities. Workgroups can schedule meetings, discussions, or document reviews directly through the calendar, with links or direct access to the necessary files. Additionally, when everyone works with an integrated calendar in a single system, the chances of creating duplicate files or events are reduced. This ensures that everyone is always working on the most up-to-date version of documents. With integration, documents can be directly associated with specific events or appointments in the calendar. This way, during a meeting or deadline, participants can immediately access the necessary documents without searching for them manually.


An integrated calendar can automate repetitive processes, such as sending documents for approval or scheduling periodic reviews, significantly reducing manual workload. Setting up automatic notifications and workflows based on calendar events (such as a deadline for reviewing a document or sending monthly reports) not only reduces the risk of errors but also improves time management, giving you a sense of relief and less burden.

Calendar management in LogicalDOC and integration with Google Calendar


LogicalDOC, for example, has always considered automation a significant aspect of its platform. For this reason, among the many tools available, it integrates a simple, intuitive, highly customizable calendar that allows you to automate events and reminders easily. An automated and ordered flow of events simplifies traceability, which is the ability to track the history and progress of a document or project. This creates, among other things, a valuable history for audits and checks. This history can be crucial for identifying bottlenecks, improving processes, and ensuring compliance with company policies and regulations.
To meet every need and every habit, LogicalDOC not only has its own calendar but has also developed and made available the integration with Google Calendar. This flexibility empowers you to maintain integrated management, even from your phone, of all your personal appointments and meetings organized with colleagues.

 

screenshot calendar

In short, even if most software adopts an integrated calendar, some essential requirements must be met to really increase organizational efficiency and guarantee a more fluid and transparent workflow. These include the ability to easily share reminders, notifications, and events with all participants, automating and customizing processes according to company needs, and effective and operational integration with other production tools.
LogicalDOC respects and implements all these features, ensuring that reminders, notifications, and events can be easily shared with all participants, processes can be automated and customized according to company needs, and integration with other production tools is not just effective, but also operational. Even in the case of integration with Google Calendar, it allows a scheduled two-way synchronization between the two software, ensuring that all your appointments and meetings are always up to date, no matter which platform you use, giving you a sense of reassurance and confidence in the system's capabilities.

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