What tasks the module solves:
Centralizes storage: All documents from BAS (invoices, delivery notes, contracts) are automatically saved in a single, secure Google Drive space.
Links files to operations: Each document in Drive is linked to a specific transaction, order, or client in BAS, providing instant context.
Eliminates manual upload: You no longer need to manually save and rename files — the process happens automatically according to set rules
Automatic file export: Any document created in BAS (PDF, Excel) is automatically exported to a specified Google Drive folder.
Intelligent structuring: Automatic sorting of files using flexible rules: by date, client, document type, or project.
Creating folders "on the fly": When creating a new operation in BAS, a corresponding folder can be automatically created in Drive.
Result for your business:
Instant search: Quick access to any document directly from the transaction or client card in BAS.
Perfect order: A clear and logical archive structure, understandable to every employee.
Resource savings: Freeing employees from routine file management tasks.
Security and control: All documents are stored in a secure cloud with managed access.
Implementation format:
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