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ManoPlan Module – Document Archive

0:353 Scenen

Archive, search and link contracts, reports and photos to jobs in a GoBD-compliant way.

Learning Goal

All documents of a job in one place.

Contents

1

The document archive shows every file with category, assignment and retention period.

2

Upload new documents with a category and link them to customer and job – the project file fills itself.

3

Locked documents are tamper-proof and cannot be deleted before the retention period ends. Full-text search finds everything again.