Orax SDI Cloud Reference

  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
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Documents and knowledge retention

Documents in Orax SDI can be Articles, Files and Notes. These can be assigned to category, location and work type folders. Secure documents by assigning individuals, teams or groups.

Each document can be published to a website or blog as well as used for internal communication, guidelines or policies.

Remember that all documents can be searched using the centralised Search feature (right top).

To create articles, discussions or files, use the "+" next to the "Documents" menu.

Articles can be used for proper documents.
Note can be used to keep track of knowlege.
Files can be used to upload videos, pictures, code, spreadsheets, etc.


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