Attach to any record
Link documents to customers, suppliers, invoices, employees, assets or leases.
Operations
Document management built into your ERP
VisionONE Document Management keeps contracts, invoices, delivery notes and HR files attached to the records they belong to. Documents are searchable, access is controlled by role, and approvals are recorded, so nothing lives in email attachments or shared drives.
Documents linked to records12,840 files
PDF
Lease agreement – Unit C2.pdfProperty · Unit C2
Expires in 21 daysDOC
Supplier contract – Kilima Motors.docxSupplier · SUP-0192
ApprovedIMG
Delivery note DN-5531.jpgGRN-8840
AttachedPDF
Employment contract – J. Otieno.pdfEmployee · HR restricted
RestrictedLease renewal dueUnit C2 · 21 days
Illustration with sample data. We show your own data in the demo.
Features
What Document Management includes
Search
Find documents by name, type, record or date.
Access control
Role-based permissions on sensitive documents such as HR files.
Approvals
Route documents for review and approval with an audit trail.
Expiry reminders
Reminders for contracts, licences and certificates before they expire.
Version history
Keep previous versions with who changed what and when.
How it works
How Document Management works in VisionONE
Upload or scan a document.
Attach it to the right record and set access.
Route it for approval if required.
Find it later from the record or by search.
FAQ
Document Management: frequently asked questions
Which file types are supported?
Common office documents, PDFs and images.
Can we restrict HR documents?
Yes. Access is controlled by role, so HR files are visible only to authorised users.
Does it replace our shared drive?
For documents tied to business records, yes. They stay with the record they belong to.
Works with
Related modules
HR & Payroll
Statutory payroll for Kenya and India, with payslips and employee records.
Property Management
Leases, rent and service-charge billing, deposits, arrears and maintenance.
Fixed Asset Management
Asset register, custodians, depreciation, transfers and disposals.
See Document Management in a live demo
Bring one real process (order to invoice, purchase to pay or payroll) and we will run it live in VisionONE, compliance steps included. The demo is free and there is no obligation.