Workplace stationary

Automatically ensure secure storage of documents

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About Copy or Move Document to Secure Location

This app ensures secure storage of documents. It will copy or move the field value of a document which is added to a communication log to the ‘Secure document’ field.

    Topics: Offered by: Locations: Pricing:
    IWMS & CAFM, Compliance, Service Providers Planon Global Free

    Key features

    • Automatically copy Communication log document to Secure document
    • Automatically move Communication log document to Secure document


    Screenshots

    This screenshot shows that Document1 is copied to the Secure document field.
    The screenshot displays that Document 1 is copied to the Secure document field of the Planon Copy to Secure Location App.
    This screenshot shows that Document1 is copied to the Secure document field.
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    The screenshot shows that Document 1 is added to the communication log.
    This screenshot shows that Document 1 is added to the communication log of Copy to Secure Location App.
    The screenshot shows that Document 1 is added to the communication log.
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    This screenshot shows an example of settings in Field definer.
    This screenshot displays an example of settings in Field definer of the Planon Copy to Secure Location App.
    This screenshot shows an example of settings in Field definer.
    3/3


    Requirements

    • A separate SLA does not have to be discussed

    Version

    1.0

    About Planon

    Planon is the leading global provider of Real Estate and Facility Management software that enables building and service digitalisation by integrating the diverse landscape of smart building technology, business solutions and data into one source of truth and turning that into value for building owners, building users, and service providers. Independent market research and consulting firms have consistently rated Planon as a global leader in the market. Planon has implemented its comprehensive solutions for more than 2,500 clients, supported by offices and partners around the world.

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