An Easier Way to Manage Your Business Documents
Most businesses still keep files in different folders, drives, or emails. Finding the right document at the right time becomes difficult, and audits or client follow-ups take longer than they should.
With ERP Crystal’s Files and Documents Management System, you can keep every important file—invoice, LRs, purchase bills, and customer POs—neatly organized inside your ERP. Each document is linked to its transaction and easy to find whenever you need it.
It’s a simple, paperless way to manage files and save time every day.
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From Messy Folders to Simple File Management
Here’s how ERP Crystal helps you manage files better:
Documents get lost across folders or devices
All files are saved safely inside your ERP.
It takes too long to find an old bill or LR.
Find any file using customer name, bill number, or date.
Missing papers delay audits.
Get every record in seconds during audits.
Manual filing uses space and time.
Store and manage everything online.
Shared folders allow unwanted access.
Only the right people can see or edit files.
Key Features of ERP Files & Docs Management
Powerful Features to Control Every Documents
All Files in One Place
Keep everything safe inside your ERP system.
Linked with Transactions
Attach documents to related entries like invoices or POs.
Quick Search
Use simple filters to find what you need in seconds.
Long-Term Storage
Keep your records for as many years as required.
Ready for Audits
No last-minute rush; all files are easy to access.
Secure Cloud Backup
Your data stays protected with encryption and cloud storage.
Frequently Asked Questions (FAQ)
Q1. What are the Files and Documents Management features?
It helps you store, manage, and find all business documents directly inside ERP Crystal.
Q2. What kind of files can I upload?
You can upload customer POs, invoices, LRs, vouchers, and many more...
Q3. Is it easy to search for old documents?
Yes. You can search by customer name, bill number, or date to find files quickly.
Q4. How long are documents stored?
Comes with one-year access, extendable anytime as per your requirement.
Q5. Is it secure?
Yes. Every file is protected with encryption and access control.
Q6. How can I get this feature?
Contact ERP Crystal Support, and they’ll enable it for your ERP system.
Get Started with ERP Files & Documents Management Today
Keep your business organized, save time, and make audits easier with ERP Crystal, your trusted ERP solution for smarter document management.
👉 Book Your Free Demo