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 having to search for them manually.
An integrated calendar can automate repetitive processes, such as sending documents for approval or scheduling periodic reviews, 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) reduces the risk of errors and improves time management.
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 and intuitive, highly customizable calendar that allows you to easily automate events and reminders. An automated and ordered flow of events simplifies traceability, creating, 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.
In short, even if most software adopts an integrated calendar, for this to really increase organizational efficiency and guarantee a more fluid and transparent workflow, some essential requirements must be met. These include the ability to easily share reminders, notifications, and events with all participants, the option to automate and customize processes according to company needs, and effective and operational integration with other production tools.
That reminders, notifications and events can be easily shared with all participants, that processes can be automated and customized according to company needs, that integration with other production tools is effective and operational. LogicalDOC respects and implements all these features and 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.
