The metadata description systems for the document types of Webdesktop can be exported and imported from and to the system by using repeatedly descriptions of a document type. Listed below are the names of the document types most often used by our users; upon your request, we can import these to your system and adapt them, if necessary. It will take us up to 1 hour to set up a system suitable for you!
| Name of document type | Description |
|---|---|
| Instruments | Instrument of delivery and receipt of work, instrument of write off |
| Questionnaire | Client feedback questionnaire adaptable for any kind of survey |
| Report | Reports .. |
Invoices |
Subcategories: purchase and sales invoices Enables the generation of invoices directly from the system |
Application |
Leave application, cost compensation application |
Correspondence |
Documents received and sent – addressee/sender, dates, addresses, form no., processing information, etc. |
| Document | Other document. Description of the author, date, content of document |
Draft legislation |
Draft legislation processed by local governments |
| Statement | - |
| Personal card | For storing personal data |
| Client register | - |
| Contacts | CRM-type contact register/database. Separate subtypes: private and legal person. |
| Directives | - |
| Contracts | Employment contracts, sale and purchase contracts, contracts for services, etc. |
| Permit | - |
| Memo | - |
| Decision | - |
| Minutes | Minutes of meetings, of the management and supervisory board, etc. |
| Request | - |
| Work order | - |
| Business trip decision | - |
| Certificates | - |
| Correction notices | - |
Creating a new document type with Webdesktop tools will take up to 15 minutes, be it a register of work tools or of quality management. We recommend that you transfer all registers kept on paper or in Excel to Webdesktop.