New version of Circular: the flexible document management system

We are proud to announce that from today the Circular document management system is available in a new version, allowing even more effective organisation of company document workflow and storage.

New, flexible approach

Following our users’ suggestions, we decided that ease of organising documents is our priority – for example, to make an offer for an important client or a lost invoice easy to find later. At the same time, we wanted to create a system that would be as flexible as possible, adapting itself to each company’s operating culture.

The innovative solution applied in Circular is based on tags. Every file stored in the system can be labelled with any number of tags.

Example – invoices

For instance, an invoice for the current month, to be settled within the “ABC” project run by the company may be tagged: “invoices”, “july”, “2011″, “ABC project” and “to be settled”.

Such a method of organising documents makes finding them again simple. With just a couple of clicks, we can get to files:

• connected with a particular project,
• awaiting settlement,
• for a particular month,
• that are invoices.

Queries can be combined however you want, which makes searching very flexible. For example, we can easily find invoices to be settled this July.

Thanks to tags, there will be no problem finding, for instance:

• an offer for a client sent out several months ago,
• an important official certificate for the previous year,
• a contract to be extended,
• company presentations done by colleagues.

Everybody organises files how they want

The advantage of the tag system in comparison with traditional catalogues is that you can file a document in many different ways. Individual employees who deal with different matters will have differing ways of classifying one same document that goes through their hands.

In Circular this is not a problem because each person can label a document the way that makes their work the easiest. People working with clients can view documents by projects or by clients, and accounting, by months.

Try it out – we’re waiting for your suggestions

We would love it if you tried out the new version of Circular and sent us your comments on the service’s functioning. The system is free for up to 5 users.

We are particularly interested in suggestions on the flexible method of organising documents using tags.

The new version of the Circular flexible document management system is available at www.circular.pl.