Keep it connected
Store the document with the person, case, or requirement it supports.
Platform overview
REPORTS & DOCUMENT RECORDS
Find the record behind the answer.
Keep workforce documents and evidence connected to the right person, case, or requirement, and use the available reports to review work.
IN THE WORKSPACE
- Document records
- Evidence
- Review history
- Workspace reports
- Word team hours export
HOW THE WORK MOVES
From first action to a usable record.
Review the status
Use the team and compliance views to find open work.
Export what is available
Use the relevant workspace report or team hours Word export when a record is needed.
CLEAR BY ROLE
The right view for each person.
Find personal records and provide assigned evidence without hunting through an inbox.
Review documents and status reports, retrieve supporting records, and export team hours as a Word document.
KEEP EXPLORING