Sans la plateforme
Information about Corporate Document Management lives in separate spreadsheets, and nobody knows which version is current.
Avec Partiu Formatura
7 modules share the same class, graduate and event records.
Finance and management · Corporate Document Management
Every company document with version, approval, expiration, signature and audit trail
Inside the Documents screen, a switch toggles between the existing Explorer and Corporate management. Every upload becomes a numbered version with hash, size, who and when; older ones remain readable and restoring creates a new version. The category decides retention, whether approval is required and whether signature is required. Approvers in sequence or in parallel, a mandatory opinion when rejecting, a deadline with reminder and the approved version becomes current. Expiration warns at 30, 7 and 0 days and marks expired on its own. Signing goes through the same e-sign as contracts, and documents signed elsewhere are registered with the PDF inspected. Permission per document or category, retention by policy, always-manual disposal and a complete trail, including every download. The file stays in the company's own storage, private, with a link that expires in 5 minutes.
Le problème et la solution
What changes when Corporate Document Management works inside the platform
This is connected information about classes, graduates and events across 7 modules, replacing scattered spreadsheets and messages.
Sans la plateforme
Demander un chiffre prend du temps, parce qu’il faut croiser des données venues de plusieurs endroits.
Avec Partiu Formatura
Versioning with Hash and Approval by Category update together, with figures ready for the next meeting.
Sans la plateforme
Le processus dépend de qui est là ce jour-là, et son historique disparaît.
Avec Partiu Formatura
Tout le monde suit le même circuit, avec des actions consignées et des droits par rôle.
Sans la plateforme
Communiquer avec les autres services suppose d’exporter des tableurs et de resaisir les données.
Avec Partiu Formatura
Corporate Document Management shares information directly with other areas of the platform.
Comment ça marche
How information moves through Corporate Document Management
Chaque étape correspond à un module réel de ce domaine. Ce qu’elle produit passe à l’étape suivante sans que personne resaisisse la même information.
What is available in Corporate Document Management
- Versioning with HashEvery upload is a numbered, verifiable version; nothing is overwritten.6
- Approval by CategoryApprovers in sequence or in parallel, a mandatory opinion when rejecting and a deadline with reminder.5
- Categories and ExpirationNine ready-made categories, each with default retention and approval and signature rules.6
- Signature and RegistrationEnvelope through the platform's e-sign or registration of a document signed elsewhere, with the PDF inspected.4
- Permissions and ConfidentialityWho views, edits, approves and manages each document or category, with confidential closed by default.4
- Retention and DisposalPolicy per category, an alert or archive action, and disposal that only happens by someone's hand.5
- Storage, Trail and SearchPrivate file in the company's storage, expiring link and a trail of everything, including every download.5
À la une
Nada é sobrescrito, nada vence sem aviso, nada some sem alguém confirmar
Cada envio vira uma versão numerada com hash. A categoria decide retenção, aprovação e assinatura. A validade avisa em 30, 7 e 0 dias, a assinatura sai pelo e-sign dos contratos e o expurgo é sempre manual, com o registro mantido. O arquivo fica privado no storage da própria empresa, com link que expira em 5 minutos.
Voir à l’œuvre- Nove categorias prontas, cada uma com retenção padrão
- Aprovadores em ordem ou em paralelo, parecer obrigatório ao reprovar
- Documento assinado fora registrado com o PDF inspecionado
- Permissão por documento ou categoria, em quatro níveis
- Trilha completa, inclusive de cada download
Versioning with Hash
Every upload is a numbered, verifiable version; nothing is overwritten.
- Every upload becomes a numbered version with SHA-256 hash, size, who uploaded it and when
- Older versions remain readable
- Restoring an older version creates a new version, without erasing history
- Compare two versions side by side
- Renewing an expired document creates a version, and the previous one is kept
- A switch on the Documents screen toggles between the existing Explorer and Corporate management
Approval by Category
Approvers in sequence or in parallel, a mandatory opinion when rejecting and a deadline with reminder.
- Approval configured per category, with approvers in sequence or in parallel
- Mandatory opinion when rejecting
- Approval deadline with reminder
- On approval, the version becomes the one in force
- "My pending approvals" list for anyone with a document waiting
Categories and Expiration
Nine ready-made categories, each with default retention and approval and signature rules.
- Nine seeded categories: Contracts, Legal, Finance, HR, Suppliers, Policies and Standards, Minutes and Meetings, Certificates and Licenses and Other
- Each category defines default retention, whether it requires approval and whether it requires signature
- Expiration warnings in the bell at 30, 7 and 0 days
- Expired status set automatically
- Renewing creates a new version of the document
- Filter by expiration in search
Signature and Registration
Envelope through the platform's e-sign or registration of a document signed elsewhere, with the PDF inspected.
- Signature envelope through the platform's e-sign, the same engine as contracts
- Envelope status tracked inside the document
- A document signed elsewhere can be registered: paper, notary or external ICP certificate
- The registered PDF is inspected and any digital signatures found are noted
Permissions and Confidentiality
Who views, edits, approves and manages each document or category, with confidential closed by default.
- Permission per document or per category
- Granted to a user or a role
- Four levels: view, edit, approve and manage
- A confidential document requires explicit permission, even for whoever manages the category
Retention and Disposal
Policy per category, an alert or archive action, and disposal that only happens by someone's hand.
- Retention policy per category, in months after the term
- Action when retention ends: alert or archive
- Disposal is always manual and confirmed
- Disposal deletes the file and keeps the record with its hash
- Daily routine at 06:50 that applies expiration and retention
Storage, Trail and Search
Private file in the company's storage, expiring link and a trail of everything, including every download.
- File stored in each company's default storage: AWS S3, Cloudflare R2 or EVEO
- Private object, never on a public CDN or local disk
- Signed download link that expires in 5 minutes
- Complete trail per document, including every download
- Search with filters by category, status and expiration
Liste de contrôle
Everything included in Corporate Document Management
All 35 features in this area, grouped by module so you can compare systems item by item.
- Every upload becomes a numbered version with SHA-256 hash, size, who uploaded it and when
- Older versions remain readable
- Restoring an older version creates a new version, without erasing history
- Compare two versions side by side
- Renewing an expired document creates a version, and the previous one is kept
- A switch on the Documents screen toggles between the existing Explorer and Corporate management
- Approval configured per category, with approvers in sequence or in parallel
- Mandatory opinion when rejecting
- Approval deadline with reminder
- On approval, the version becomes the one in force
- "My pending approvals" list for anyone with a document waiting
- Nine seeded categories: Contracts, Legal, Finance, HR, Suppliers, Policies and Standards, Minutes and Meetings, Certificates and Licenses and Other
- Each category defines default retention, whether it requires approval and whether it requires signature
- Expiration warnings in the bell at 30, 7 and 0 days
- Expired status set automatically
- Renewing creates a new version of the document
- Filter by expiration in search
- Signature envelope through the platform's e-sign, the same engine as contracts
- Envelope status tracked inside the document
- A document signed elsewhere can be registered: paper, notary or external ICP certificate
- The registered PDF is inspected and any digital signatures found are noted
- Permission per document or per category
- Granted to a user or a role
- Four levels: view, edit, approve and manage
- A confidential document requires explicit permission, even for whoever manages the category
- Retention policy per category, in months after the term
- Action when retention ends: alert or archive
- Disposal is always manual and confirmed
- Disposal deletes the file and keeps the record with its hash
- Daily routine at 06:50 that applies expiration and retention
- File stored in each company's default storage: AWS S3, Cloudflare R2 or EVEO
- Private object, never on a public CDN or local disk
- Signed download link that expires in 5 minutes
- Complete trail per document, including every download
- Search with filters by category, status and expiration
Want to see Corporate Document Management in your operation?
Demandez une démonstration sur vos propres chiffres, sans engagement. Un échange vous aidera à juger si le module répond à vos besoins.