Documents & files
Central file storage, versioning and document flow inside Creatio.
Typical pains
- Files are scattered across drives and email
- Unclear which document version is current
- Documents are not linked to processes
What this is
Documents and files on Creatio means central storage, versioning and documents linked to processes and CRM records. SYNTECH is a Creatio partner and a developer of Creatio Marketplace applications.
Use cases
- Contracts and annexes with versions
- HR and operational documents
- Process-based document approvals
Benefits
- Files stop living on drives and in email
- The current version is always visible
- Access is governed by Creatio permissions
Industries
- Service companies
- Manufacturing
- Finance and legal teams
Solutions in this category
File Core for Creatio
Google Workspace integration for Creatio: work with Drive files and folders, create and edit Docs, Sheets and Slides inside Creatio, unified file management.
Syntech HRM for Creatio
HR management on Creatio for the full employee lifecycle: recruiting, 30/60/90 onboarding, OKRs and KPIs, review cycles, 1:1 meetings, absences and offboarding.
Frequently asked questions
Where are the files physically stored?
In your Creatio instance storage — cloud or your own servers, depending on the deployment type.
Related resources
Next step
15–30 minutes, no slide decks: we show the solution on your data and tell you if it fits.