Managing Your Documents
Documents are at the heart of many daily workflows. Whether you are working with contracts, correspondence, reports, proposals, or your own files, important information should always be easy to find and remain connected to the right context.
AIS helps you organize your documents and find them again whenever you need them.
The system adapts to the way you work. You decide how much information you want to associate with each document.
Find Documents Instead of Searching for Them
As your document collection grows,
finding the right information quickly becomes increasingly important.
AIS provides several ways to locate exactly what you need:
- Full-text search
- Filters
- Categories
- Tags
- Status
- Date
- Working context
- Document type
These filters can be combined, making it easy to manage even large document collections
Documents Are Part of a Bigger Picture .Documents rarely exist on their own.
A contract, report, or proposal is usually connected to other information, such as:
- Notes
- Chats
- Tasks
- Additional documents
AIS brings all of these together in a shared working context.
This preserves relationships between information
and helps ensure that nothing important gets lost.
Tags and Categories
Not every document fits neatly into a single category.
Tags allow you to describe documents more flexibly by adding additional keywords.
For example, you can tag:
- TTopics
- People
- Places
- Processes
- Keywords
This gives you additional ways to organize information without changing your document structure. You decide whether—and how many—tags you want to use.
Focus on Your Work, Not on File Management
AIS is designed to simplify document management, not make it more complicated.
Much of the information is created naturally as part of your daily work.
Simply save your documents where they belong
and enrich them over time as your project develops.
Our Tip
Just get started.
Store your documents where they belong within your current project or topic.
Later, filters, categories, and tags will help you quickly find exactly what you need—even in large document collections.