WP ERP – Document Manager is an add-on for the WP ERP suite that lets teams securely store, organize, and share files across HR, CRM, and Accounting. It centralizes documents by employee, contact, or transaction, adds role-based access, version control, and approval workflows, and simplifies compliance and collaboration inside WordPress.
- Seamless integration with WP ERP (HR, CRM, Accounting modules)
- Attach files to employees, contacts, companies, and transactions
- Centralized document library with folders and tags
- Role-based permissions and granular access control
- Versioning with change history and rollback
- Approval workflows and status tracking
- Secure file storage within WordPress
- Drag-and-drop uploads and bulk actions
- Advanced search, filters, and sorting
- Document notes, comments, and activity logs
- Expiration dates and reminders for policy documents
- Email notifications for uploads, updates, and approvals
- Support for common file types and large files
- Download restrictions and audit-ready logs
- Shortcodes and dashboard widgets for quick access