Import, Manage and Create Documents, link documents to invoices. Easily searchable and accessible, store documents and contracts in a centralized and secure way.
What is Document Management?
Document management is an add-on feature for Rillion that enables you to store your documents and contracts in the same system. Safely store documents and contracts in the cloud in a centralized manner, with the capability to link them to invoices.
Get to know Document Management
Store your Documents in Rillion
Key features:
- Add-on feature of Rillion = same solution
- Cost effective solution for simple document management
- Users in your organization are already using Rillion – easy to start!
- User friendly and fast to implement
- Store documents and contracts in the cloud in a centralized and secure way
- Link documents to invoices. When invoices arrive, needed information is easily visible.
- Share access rights
- Build your own folder structure
- Easily searchable and accessible
- Store contracts and agreements in Rillion One
- Set reminders for when contracts are about to expire
- Get a notification well ahead of last termination date
- Provide access to relevant agreements for those who approve invoices
Documents & Contracts for Rillion One
We can offer more than just invoice management!
Rillion Documents & Contract module is an add-on feature that bring our agreements and other documents in Rillion.
Collect all your agreements in Rillion One. When invoices arrive, you can see the document in the invoice view and easily reconcile the invoice’s items against the current agreement. Create your own templates for different document types and build your own folder structure. You easily control who should be able to access specific agreements. Text search in PDF so you can search in all text in the document.
Control of contracts before they expire
Store agreements and contracts in Rillion One. Set reminders for when contracts are about to expire so you get a notification well ahead of last termination date. You can also set up extra periodic reminders. Make agreements available to those making purchases so they are aware of negotiated discounts.
Document Management for Rillion Prime
Import & Create
Rillion Documents is an add-on feature, which allows creating, importing, and archiving of different business document types and sending documents into workflow for approval. Rillion Documents is part of the Rillion solution, which allows the ability to link documents to invoices, contracts, purchase orders or other items.
Documents can be created manually or imported from various sources, for example from a feed from your ERP
Approval Workflows
Rillion Documents allows you to set up rules and approval processes that will automatically regulate the management of a specific document type. The solution helps you get an overview of different business documents while assuring the accessibility of the documents are controlled.
Overview & security
The solution helps you get an overview of different business documents while assuring the accessibility of the documents are controlled. Documents can be routed for approval according to a predefined flowchart and users can search for documents based on the chosen indexes.
Reports
Reports will help you create flexible searches including the fields you have been set up by your reporting needs by each document type.
Benefits of Document Management
Add-on feature
Getting started is easy – users in your organization are already using and loving Rillion!
User friendly
The same great user interface as Rillion One or Prime.
Great overview
Attach documents to invoices for easy visibility of necessary information upon their arrival. Provide access to relevant agreements for those who approve invoices.
Reminders
Receive notifications well in advance of the contract’s final termination date by setting reminders for upcoming expirations.
Security
Document Management – Trusted By Banks
Rillion is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, GDPR, and PEPPOL.
- Global solution for multiple ERPs, countries, currencies, and tax rules
- Unlimited users—no user license costs
- Bulletproof compliance control and minimal IT involvement
