For secure content collaboration, cloudplan provides the software to build private clouds locally or globally. As a Plesk extension, cloudplan is integrated to allow users to host and share files directly on their server.
Now, cloudplan has created a robust workflow and e-signature solution, and you can now use your Plesk server as private storage for documents. It focuses on the broader document management life cycle, integrating tools to collaborate on documents as well as build professional workflows for approvals, agreements and signing.
All documents that are stored on your Plesk server are available for search, analysis and further archiving. The software is designed for any size and type of business.
Let’s take a look at the features of cloudplan:
Workflows
Workflows can be created and associated with an existing document, an individual form that is filled in during a defined process, or a webform for mobile use. You can attach new documents or files or even replace documents or users while running the workflows. Define your process steps with just a few clicks in the cloudplan portal.
eSigning
You can invite as many users as you want to sign documents electronically. The entire process is monitored automatically. Reminders are sent and at the end all users receive a log of every single step. Signing is possible on mobile and workplace devices. PDF, Office documents and web forms can be integrated.
Global Search
A powerful search engine is available to you with which you can search millions of your own documents for attributes in a split second. Regardless of which storage instance the files are on, every storage location, like your Plesk server, is included without you having to configure anything.
Workflow Design Without Coding
You can use the intuitive workflow designer to create templates for recurring tasks as well as team-wide sharing. It includes database fields that can be used for workflow automation and as tag sources for the global search.
Common Use Cases
Purchasing
Order and approval processes, conclusion of contracts (rental, leasing, service, framework contracts) with electronic signature
Service / sales
Presentations, offers, drafting and processing contracts, tenders, visit reports, on-site documentation, maintenance protocols, repair reports, work slips, acceptance protocols, license agreements
IT
Software contracts, access authorizations and access management, work orders
When Can I Use eSigning?
With cloudplan, eSigning can be used out-of-the-box without any further requirements. On Windows, MacOS, and Linux, you can immediately access the feature via your web browser, and cloudplan also has a mobile app for android and iOS. Additional collaboration features and storage options can be used once you’ve installed a local client.
Looking for a secure file management platform? Browse the cloudplan options on Plesk here.
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