Document Management

Document Management

Achieve unprecedented operational efficiencies by storing digital versions of all documents in SpryBill. Increase collaboration between your teams by having them share and access documents easily, regardless of the type of document. You can store and manage access to signed documents, images, spreadsheets, presentations and any other digital document that is a part of your business workflow.

Classify & Discover Easily

Classify your documents into Types. Set up Categories and Sub-Categories and organize them to reflect your business domain and needs. Search and retrieve documents by title, description or keywords. Attach documents and files to data in your billing system, such as:

  • Customers
  • Departments
  • Service Lines (Telecom)
  • Contracts
  • Purchase Orders
  • Payments
  • Products/Services
  • Bundles
  • Leads
  • Opportunities
  • Contacts
  • Cases (Trouble Tickets)
  • Articles (Knowledge base & Blog)
  • FAQs

Versioning & Workflow

Maintain several versions of a document with detailed meta data on the publication and expiration dates, authors and revision notes. Use custom document status to implement your own document approval & publishing workflow – draft, review, publish, revise, etc.

Security & Audit Trails

Tightly control who gets access to documents and what kind of access – who can add new documents, change existing documents, delete documents, or just view documents. When the documents are accessed by authorized users obtain a detailed audit report on all views & edits of any document.


Documents are encrypted on your machine and stay encrypted through the transit and storage on the server. Documents are only decrypted again on client machine once accessed by authorized users. This ensures that privacy and integrity of the contents of documents are protected at all times.

Share & Collaborate

Improve collaboration between various teams through document sharing and access and enjoy operational efficiencies. Email documents to stakeholders right from document manager to deliver information to your clients and partners efficiently. Improve productivity of your teams and grow your business.