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GEDOMA

Document management and validation for clients and suppliers

Project

A facility management company constantly handles tax documentation, invoices and project files, for both clients and suppliers. For FAMASE, I created the document management system that centralises all of this information, with independent access for each client and supplier.

Portal for clients and suppliers

Each customer and supplier, with their own space Portal for clients and suppliers

Each customer or supplier accesses the platform to upload their files into folders that are kept separate from one another. Multiple users can be created for each one, with whatever access and roles are needed for each folder.
  • No one sees documents that aren't meant for them
  • Different people within the same company can have different permissions
  • A user can share a file with any other user
Document validation

Every document, reviewed and validated Document validation

FAMASE staff review every uploaded file and mark it as validated or incorrect, using tools designed to make both accessing new documents and validating them easier.
  • See at a glance what's still pending review
  • Clients and suppliers always know whether their document is correct
Per-document chat

Every issue, resolved in its own place Per-document chat

If a document is invalidated or a query comes up, a private chat for each file keeps the conversation contained, without mixing it with other documents.
  • The conversation about a document never gets lost among emails or other chats
  • It's always clear why a document was invalidated
Reminders and automation

Less repetitive work, more control Reminders and automation

The system sends reminders so users don't forget to upload recurring documents, notifying both FAMASE staff and the users involved. Folder-specific behaviours can also be configured, such as automatic monthly folder creation, custom data structures, or invoice amount controls.
  • Recurring documents no longer depend on someone remembering
  • Each folder can be tailored exactly to the type of document it holds