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Document Management

Document Library

  • Create document libraries for each record
  • Share documents across multiple libraries
  • Annotate MS Word documents
  • Define document security access by user

Auto-Tagging

  • Define up to 16 different tags
  • Add user-defined hash tags to fast find documents
  • Search Document Libraries by any combination of tags

Ninox Finder

  • Define unlimited File Cabinets, Drawers and Folders
  • Search by file location
  • Lock specific cabinets for access by only specific users
  • Auto-File documents

Integrated Email

  • Email documents to individuals and maintain delivery history
  • Define groups and email documents or packets to all members of the group
  • Connect Ninox Document Management to your own SMTP email server

Document Packets

  • Create an unlimited number of packets
  • Add documents, notes, pictures, audio files and videos to any packet
  • Delivery packets to individuals or groups
  • Include a single document in multiple packets as needed

Retention Plans

  • Define Retention Period for each document
  • Track each document's end-of-life according to retention requirements
  • Define default retention period
  • Auto-Archive and delete documents at the end of their retention period

Ninox Document Management

Control Panel

Document Abstract

Document Tags

Document Finder

File Location Search

GL Account

Workflow Automation

Document Actions

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I have been fully informed and consent to the collection and use of my personal data for any purpose in connection with the software, products and/or services.

I understand that certain data, including personal data, must be collected or processed in order for you to provide any products or services I have requested or contracted for. I understand that in some cases it may be required to use cookies or similar tracking to provide those products or services..

I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

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