Control / In development

Document Center

Keep business documents, templates, versions and approvals inside the departments and workflows that require them.

Authorized Department StaffAssigned Approvers

What it is designed to manage

Department-wise Document Storage
Upload, View, Download
Print / Save as PDF
Document Templates
Version History
Document Approval Workflow
Audit Trail
Search & Filters
CSV Export
Integration with All Modules
Connected Office Mail file governance

FieldPro Document Center design concept — Design concept with sample records; not a live ERP screenshot.

Feature-map status: Partial. This status is reported in the supplied map; it is not a claim of independent live-release verification. Document formats and templates are department/workflow-specific; CSV refers to permitted metadata exports.

Feature-by-feature availability

What is in source, planned or awaiting integration.

Department-wise Document StorageReported Partial
Limit document categories and access to the departments that need them.
Upload, View, DownloadReported Partial
Use authorized file handling for the linked business record.
Print / Save as PDFReported Partial
Provide a print/PDF option where the specific document type supports it.
Document TemplatesReported Partial
Enable the right templates for the relevant department and workflow.
Version HistoryReported Partial
Retain the document version associated with an approval or change.
Document Approval WorkflowReported Partial
Route the chosen version to assigned reviewers.
Audit TrailReported Partial
Track sensitive document access and lifecycle actions.
Search & FiltersReported Partial
Find authorized files by their record and metadata.
CSV ExportReported Partial
Export permitted document-list metadata when the workflow requires it.
Integration with All ModulesReported Partial
Attach supported documents contextually; no universal document menu or format grant.
Connected Office Mail file governanceRelated source scope · full document integration pending
Private Office Mail attachment storage, hold/review and recovery workflows are documented in their own modules. They do not implement versioning or governance for every Document Center record.

Permissions & security requirements.

Keep records inside the authorized company, branch, transaction and department scope.
Assign create/edit/approve/export rights separately and audit sensitive changes.
Enable document types and export formats only for the specific workflow where needed.