Documents

Contracts, records, and working files are kept with access, versions, and history. The latest file does not have to be found in a chat.

Three copies of one contract exist, and nobody is sure which one was signed.

Usually included

• Folders
• Access levels
• Versions
• Search
• View history
• Expiry reminders

Keep this separate

Bulk scanning and reading text from images are included only when they are in scope. Retention is set in that client's contract.