LEARN HOW TO MANAGE YOUR COMPANY’S PROCESSES

SENT LETTERS PROCESS

iPortalDoc provides the letter template, which after being filled may be associated to the necessary documents and sent by mail or email.

CORRESPONDENCE PROCESS

Management of received correspondence, which is automatically associated and can be associated to processes.

Legal

LEGAL CONTRACT PROCESS

Insert, manage and control deadlines, through the sending of system notifications. Easy association of documents and e-mails to the contract.

SUPPLIERS CONTRACT

Supplier Contracts Management, ensuring terms of validity and payment via notifications.

HUMAN RESOURCES CONTRACT

Deadlines control on Human Resources contracts, through the sending of notifications. Allows to manage vacations, absences and expenses regarding each collaborator.

ABSENCE REPORTS PROCESS

Every time an employee needs to take some time off the workplace, he/she fills the form available in the Absence Reports folder and associates the respective justification. The responsible is notified via iPortalDoc.

EXPENSES PROCESS

Communication of the expenses in the service of the company, through the filling of a form, to which the respective invoices must be associated.

VACATIONS PROCESS

It allows the scheduling of vacations, through a form, and its respective management. The responsible for the approval is notified that some vacations have been scheduled and can cross-check that information with the days of vacation that were already scheduled by other employees, in the vacation map.

SUPPLIERS ORDERS PROCESS

Management of supplier orders with the possibility to associate budgets and e-mails to the process.

SUPPLIERS INVOICE PROCESS

Acquisition of statistical financial reports on pending or paid invoices. The system sends alerts whenever the payment deadlines or due dates are being reached.

OUTGOING INVOICES PROCESS

Allows to digitally sign the invoices and send them directly to clients through iPortalDoc.

COMMERCIAL PROCESS

Automatic management of the sales process. Sending of commercial proposals, via iPortalDoc, such as: budgets, emails, invoices, reports, among others.