Scribd
Upload
6 views10 pages

DMS Client Version

The Document Management System (DMS) facilitates efficient document transactions between a company and its clients, ensuring organized and compliant workflows. It allows employees to manage projects, track document statuses, and handle approvals, while clients can review, accept, or reject documents through a dedicated portal. Version control is maintained for documents based on client feedback and internal rejections.

Uploaded by

rehmanfarrukh22
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
6 views10 pages

DMS Client Version

The Document Management System (DMS) facilitates efficient document transactions between a company and its clients, ensuring organized and compliant workflows. It allows employees to manage projects, track document statuses, and handle approvals, while clients can review, accept, or reject documents through a dedicated portal. Version control is maintained for documents based on client feedback and internal rejections.

Uploaded by

rehmanfarrukh22
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

DOCUMENT

MANAGEMENT
SYSTEM
CLIENT User Manual
INTRODUCTION
Background Objectives
A Document Management System (DMS) designed By providing a centralized platform for uploading, reviewing, approving, and

to manage the transaction of documents between sharing documents, the system ensures that all interactions are well-organized,

a company and its clients can significantly transparent, and compliant with internal policies and industry standards. It

streamline workflows, improve security, and ensure empowers company employees to collaborate efficiently, assigns clear roles and

proper handling and approvals of sensitive responsibilities, and enforces a structured approval workflow before documents

documents. are shared with clients.


Client’s Login Details

After you’ve created a Employee


based on their allocation on your
end, they get their Novacon
account credentials on email.
From there, they can login
into their Novacon profile
and get done their
assigned tasks.
SIGN IN TO YOUR ACCOUNT
Client’s Portal - Project Details

Here you can view all the projects associated with your company along with their
progress rates.
Project Complete Status

Once the project is completed and accepted in-House, the


status will be updated to green row with a tick
Project Complete Email:

After the project is


completed and accepted
in House, It will be sent to
you via email.
The document will also be
accessible on the portal
for version controls.
Document Assesment Tab

Once the document is reflected at the client’s portal,


they can review, accept or reject the docuemnt as per
their need.
The client can Open the document to leave comments
and other edits inside the pdf.
By clicking the Add Status Option, they can accept or
reject the document.
Documents once rejected, will land back to the company
and will be reflected on their portal.
Client Rejects the Document - Version Control

Once the client rejects the Document, the status on the CEO portals changes and the version becomes
001 i.e on each out-house rejection the number increments before the decimal, and for each in-house
rejection it increments after the decimal.
This is how Version controlling is maintained.

Reflected on CEO’s Portal

Once the document is re-edited, reviewed and approved inHouse, it will again be sent to the client and
reflected on their portal with a different version number.
THANK
YOU

You might also like