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This is the workspace in SharePoint Document Management System. Here sales representatives can see all the files stored in the DMS.
Document storage
Feel free to use the bar at the top to easily and conveniently navigate our SharePoint Document Management demo.
Welcome!
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Filtering files
It's easy to sort out content with the help of various filters.
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A sales representative can create 'document sets' – bundles of files in different formats related to one customer or a project and united in a special folder with metadata.
Document sets
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To draft documents faster and easier, a sales rep can use custom templates. Let's click 'New' to see how it happens.
Templates
Welcome
Templates
Autofill
Approval
E-signature
Sharing
Calendar
Audit view
What's next?