With Teams for Platina, administrators and managers can collaborate on cases and working documents in Microsoft Teams. The integration makes it easy to register documents as soon as they are completed.
Follow laws and regulations
Use Teams available and smart functions but at the same time, ensure that you keep records in the right way.
Edit, review, and comment documents at the same time, from your computer or phone. Register directly on cases from Teams.
Eliminate labor intensive steps where documents that needs to be registered are first downloaded or emailed before being recorded.
Information in the right place
Digital information can have many looks and may need to be handled by different tools in various environments while it’s being developed. In many cases, this work results in the preparation of a public document.
From a legal point of view, of course, the document is to be regarded as established regardless of the system in which it is located, but with the help of a well-functioning diary, all public documents can be kept together, so that they can be easily located, quickly released upon request, thinned out and archived when it’s needed.
With the help of Teams for Platina, administrators and registrars avoid labor-intensive steps where documents that are to be registered are first downloaded or emailed before they are recorded. This also avoids situations where documents are left on local hard drives or in e-mail baskets. If desired, administrators can be given permission to record material in their cases themselves, without the risk that they end up in the wrong place.
The administrators who use Teams for Platina gets several new opportunities:
See information about cases and documents
Directly in Microsoft Teams, the administrator can read parts of the information about the case registered in Platina. With the help of quick links, the administrator can also click on a recorded document which is then retrieved from Platina, securely and easily, without the administrator having to switch between applications.
Edit documents at the same time
Working documents in Microsoft Teams can be edited without complicated check-in and check-out. In addition, several administrators can edit one and the same document at the same time.
Review and comment on documents
Those who work with documents can write comments to each other regarding documents without changing the content itself. An administrator can ask for advice from a colleague or request review by a manager through this function.
Directly in Microsoft Teams, administrators can search for and register documents on their cases. The documents are then transferred to Platina with the metadata entered by the user.
Connect channel to case
In Microsoft Teams, administrators can view a list of their own cases and choose to link cases to a channel. Documents in the channel can then be recorded even more easily since the administrator does not have to search for the case during the recording.
Thanks to the fact that Microsoft Teams works on several different platforms, the administrator with Formpipe Teams for Platina can, for example, read, edit and record documents directly from the mobile phone. Similarly, a manager can comment on and approve a draft job description from their tablet.
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