Versioning Planfix CRM and Project Management System


Document versioning automates the company's document flow. Keep documents in a single system by attaching local files or links to online documents and tasks.

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document flow duplication protection files iteration
Document Flow — Versioning


Document Flow

Set up access to documents to collaborate with employees or customers. Discuss, approve, and make changes to documents in the system.

Duplication Protection — Versioning

Duplication Protection

Easily manage unlimited documents without fear of duplication. The system will notify you if an added file exists in the current task or project and offer to rename it or select another one.

Files Iteration — Versioning

Files Iteration

Work as a team changing, adding, and coordinating documents, saving all versions in tasks. Planfix is a full-fledged tool for automating a company's document flow.

In addition, document versioning provides a way to track work progress and avoid creating duplicate files in the system.
Accelerate work on documents with pre-configured templates

Use all of Planfix's features for 14 days, completely free of charge

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