Team chat and shared documents
Stop the head-office-to-branch conversation scattering across WhatsApp groups, and stop contracts, reports and procedures living in files on somebody’s laptop.
Keep the conversation and the document next to the work
People in the brand write to each other and to groups, and share files and documents. Documents are edited together inside the panel; who changed what, and when, is visible.
- One-to-one, groups and a channel open to everyone in the brand
- File attachments: PDF, images, Office; nobody outside can download them
- Document editor: headings, tables, images, signature blocks
- Documents from templates: {{brand}} and {{date}} fill themselves in
- PDF and Word export, printing, version history
“The area manager’s question, the answer, and the report signed afterwards all sit in the same place.”
How a report gets finished
It is discussed
The branch manager writes it into the channel and adds a photo.
A template opens
A document is created from the report template; brand and date arrive filled in.
It is written together
HR and the area manager edit the same document.
It is shared
A PDF is taken, sent to the conversation, and the version is kept.
The day on the office side
In one panel: conversations, documents, templates and exports.
Head office
Procedures and announcements go out through one channel.
Document
Write on an A4 layout; it prints the way you wrote it.
Training
Opening guides and training notes are copied from templates.
What it covers
- Messaging
- One-to-one, groups, the brand channel; attachments and read state.
- Documents
- Headings, lists, tables, images, colour and alignment; an A4 page view.
- Editing together
- Simultaneous writing, live cursors, who is in the document.
- Templates
- A template library by category, with fields that are filled in.
- Export
- Printing, PDF, Word (.docx) and version history.
Try the office module for 14 days
Every module open, no credit card, setup the same day.