Documents

Document Management

Uploading your shared files to Bitrix24 will make them accessible in a powerful document management system. Presentations, documents, videos, and any other files can be placed for download, collaboration, or private use. Most importantly, you can find any document quickly through the internal search.

Check out our video on Document Management in Bitrix24. This video demonstrates the main features of the powerful document library in Bitrix24. See how to edit, share, and retrieve versions from the public library or from libraries in user and group profiles.

Private & Shared Documents

Bitrix24 comes with three types of Drives. My Drive is a personal file storage to which colleagues do not have access to. Employees can place private files here in complete confidence. However, files stored here can shared in several ways. Group Drive contains files uploaded inside a particular workgroup. All participants of that workgroup have access to it. Finally Company Drive contains all files that company wants to make available to all employees.

Easy Document Collaboration

Collaborate on documents directly in your Activity Stream, write comments, attach new document version, receive feedback, see changes taking place real time! You can allow editing document to all users who are participating in the current discussion, or force them attach new version of your text document or spreadsheet in the comment-box.

After all changes have been done to the document, your colleagues and you can save it in a Document Library on your portal, download it to your computer, or you can simply leave it in the Activity Stream. Bitrix24 also makes marking valuable or useful documents quite easy by using the 'like' button. Documents which are 'well-liked' appear higher in the list of search results.

Version History

Each document stored in your Bitrix24 has a Change Log. When a new version of a file is uploaded, the previous version is not deleted, but rather saved such that it can be recovered at any time. Version history also contains the time when the version was created and the user who created it.

Creating & Editing Documents Online

You can work in Bitrix24 without an office suite! Thanks to integration with Google Docs and MS Office Online you can create text documents, spreadsheets, or presentations right in your web browser! You can add your documents to a task or a discussion in the Activity Stream.

The build-in tools provide you with an easy access to any documents in your Bitrix24. You can open, view, and edit documents stored on your Bitrix24 portal via a Google and/or Microsoft (Live ID) account. Documents can be edited simultaneously by multiple users.

Editing documents with applications on your PC

You can also choose to use locally installed software, such as MS Office, OpenOffice, Pages for Mac or even Adobe Photoshop, for editing documents in your Bitrix24 account. Simply configure Bitrix24.Drive and every time you decide to create a new document or edit an existing one, this will be done with your local application of choice. When you are done, the document will be automatically saved to your Bitrix24 account.

Integration with External Drives

Bitrix24 works with Dropbox, Google Drive, OneDrive and other cloud file storage vendors. Employees can upload files from their personal accounts, the files will be indexed and fall under default access rights in Bitrix24 automatically. You can even check if there is a newer version available inside external file storage account than the one that has been uploaded to Bitrix24

Instant Search

Bitrix24 contains a powerful search feature which indexes documents, records, messages, comments, and other information. New content is indexed immediately and shows up in search results as soon as it is uploaded. Search results are influenced by 'liking', so users can mark content items which are particularly useful and they will remain easy to find. Instant suggestions appear as soon as the user begins typing in the search box, which is especially convenient for going straight to another user's profile page.

Approval workflows

Bitrix24 lets you create custom document workflows for draft submissions, contract revisions, majority vote, multistage approval, expert opinion and so on.

Expense reimbursements, business trip requests, and custom records management solutions can all be created easily using the built-in visual business process designer.