Connected files
Store or reference documents against the items, clients, jobs or projects they relate to.
SkyBase Feature
Document Management
SkyBase document management keeps files connected to the records they support. Custom metadata fields can be added and edited after upload, and files can remain in SharePoint while still being managed through SkyBase.
Custom metadata
Add customised metadata fields and edit them after files have been uploaded.
SharePoint support
Keep files in SharePoint while still managing them through SkyBase workflows.
Easy retrieval
Make official files easier to locate, reference and review.
Controlled access
Use permissions to help protect sensitive documents and business records.
Attached context
Keep supporting files available where users are already working.
Next Step
See how SkyBase could bring your organisation’s work together.
A demo can focus on your current workflow, the information you manage, and how SkyBase would connect the right records, documents, users, reporting and communication in one workspace.