Insights

document management graphic

Documents - Part 3: Outbound Communication

By Dan S. 11/08/2026 – 15:36 | Hints and Tips

In the previous post in the series, we delved into some more advanced features. This post brings these features together and explains how they’re utilised to send emails, print files or upload files to file servers. Ad-Hoc An Outbound Communication Document can be created, populated and sent manually. This could be as

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Document-handling-in-EDP-ERP

Documents - Part 1: The Basics

By Dan S. 05/05/2026 – 12:49 | Insights

This is the first post in a series of Insights that will showcase the functionality around storing and transmitting files in our platform and how it can streamline workflows, reduce friction and improve day‑to‑day business processes. Concept In EDP a Document could represent many things: A single document containing a

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File Drag and Drop onto a records

File Drag and Drop in De Facto EDP

By James D. 14/01/2026 – 12:02 | Hints and Tips

New functionality you will love. Frustrated with looking for emails and other files that relate to a specific thing in your business system? No problem, we've got you covered! For example, you can quickly drag and drop any file onto an ERP contact, creating a linked document with the file attached. The document can eas

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