Procedures and documents, paperless and fully traceable
A system to centralize procedures and documents: workflows per case, a client portal, roles and notifications.
The challenge and the solution
GesDoc organizes offices that handle document-related procedures. It is a multi-client (SaaS) solution designed to reduce paper, streamline every case and give visibility to teams and clients. Each type of procedure has its own detailed process and clear statuses.
It includes a web portal where clients log in, track progress, review requirements and securely upload documentation. GesDoc adapts to each business by configuring cases, steps, owners and notifications without losing simplicity for the end user.
Overview
- Client
- Multi-client (SaaS)
- Launch
- 2021
- Development time
- 5 weeks
- Type
- Web development (SaaS)
- Validated by
- Sebastián Barreiro
Tech
The flow, step by step
Configure
Each case defines its steps, statuses and owners.
Upload
The client uploads their documentation from the portal.
Advance
The case moves through statuses with checklists and alerts.
Control
Reports and traceability for the whole team.
What it does
Workflows by procedure type (statuses and checklists)
Client portal with file uploads
Roles and permissions by area
Notifications via email / WhatsApp
Search and filters by client, status and dates
Simple reports for operational control
Other projects
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