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File Management in ERP.net

A modern way to organize, access, and use your business documents


Documents are everywhere. And that’s perfectly normal.

Every business works with documents.
And not just a few.

Contracts, offers, invoices, specifications, spreadsheets, reports, images — they are part of every deal, every decision, and every operational activity, regardless of industry.

Interestingly, documents are rarely the “main topic.”
They simply need to be there — when you look for them, when you open them, and when you work with them.

As a business grows, this expectation becomes even more important.
More people, more processes, more information that needs to be:

  • clearly organized
  • up to date
  • easy to access
  • logically connected to the work

When documents are organized as part of the business context, work flows more naturally. Teams orient themselves faster, and the focus stays on tasks — not on searching.

This is exactly where File Management in ERP.net comes into play.


One place for all files and documents

File Management in ERP.net brings documents to where work actually happens — inside the system itself.

Instead of existing separately, files are directly linked to:

  • customers and suppliers
  • sales documents and invoices
  • projects and tasks
  • products, assets, and processes

This means documents are always in the right place, in the right context, and at the right moment — without switching between systems or tools.


File Management in ERP.net

File Management in ERP.net is an integrated document management functionality built directly into the ERP platform.

It allows you to:

  • store files securely
  • organize documents in a clear structure
  • link files to business objects
  • manage access and visibility
  • work with documents directly through the web interface

All of this happens within a single system — without the need for additional applications or external repositories.


A new way to manage your documentation

File Management in ERP.net introduces a familiar and intuitive logic, enriched with business context.

Documents are not just files — they belong to a:

  • customer
  • project
  • product
  • process

When you open a record in the system, you also see:

  • the related files
  • the current versions
  • the complete document history

Viewing and editing are done directly in the browser, making work easier and enabling teams to act quickly and confidently, without relying on local desktop applications.


File Management that simply works — and does it elegantly

File Management in ERP.net is not just a place to store files.

It is a way to make documents part of the business logic — naturally, clearly, and without effort from the user.

From the very first interaction, it becomes clear that everything has been carefully thought through.
Not to impress at first glance, but to make everyday work easier.

File Management in ERP.net allows you to:

  • store files securely and centrally
  • maintain a clear and logical document structure
  • link files directly to customers, projects, documents, and other business objects
  • control who sees and works with what
  • view and edit documents directly through the web interface

All of this happens within ERP.net — without additional applications, without external repositories, and without having to “assemble” multiple tools.

The result is a sense of completeness.

Documents are exactly where you expect them to be.
Working with them is smooth, consistent, and intuitive.

This is not just file management.
It is a well-designed part of the overall business environment.


How businesses use File Management in ERP.net

File Management in ERP.net adapts to the way different teams and industries work — from sales and field operations to quality control, engineering services, and management.

See how File Management is used in real business scenarios


What value does this bring to the business?

File Management in ERP.net creates a sustainable and consistent way of working with information across the company.

Clear structure
Documents and images are logically organized, including through a familiar and intuitive folder structure.

Higher efficiency
Files are viewed and used directly through the web interface, without switching between applications.

Reliability and traceability
Files are always linked to the correct business context, and the system automatically maintains these relationships.

Better coordination
Different teams work with the same up-to-date information — in the office or on site.

Intuitive user experience
The interface follows established best practices and allows fast adoption without training.


Why integrated file management matters

At some point, every business reaches a clear but important conclusion:

documents do not exist on their own.

They are part of deals, projects, deliveries, inspections, analyses, and management decisions.

That is why it makes perfect sense for files to “live” where the business itself is managed.

File Management in ERP.net places documents in this context.

Files are not stored across separate servers, shared drives, or personal devices. Instead, they are logically connected within the system to customers, products, projects, deliveries, controls, and reports — directly within the business context.

This naturally changes the way people work:

  • information is found where decisions are made
  • teams work with the same, up-to-date documents
  • relationships between files and business objects are maintained automatically
  • context is preserved over time, people, and organizational changes

As a result, documents stop being “attachments” and become an active part of managing processes, resources, and responsibilities.

This is what makes File Management in ERP.net such a natural extension of the entire system — because businesses are managed best when all information is in one place and speaks the same language.


Learn about this feature in Desktop client


Try File Management in ERP.net

See how integrated document management can become a natural part of your daily work.

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