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.

Connected files

Store or reference documents against the items, clients, jobs or projects they relate to.

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.

Show us how your organisation currently manages its records, forms, documents, people, reports and external systems. We’ll start with the areas that are hardest to track, then walk through how SkyBase could connect those moving parts, reduce manual handling and give your team a clearer way to manage the work across your organisation.

Book a Workflow Review