Documents & Spreadsheets

Every file, neatly where it belongs.

A central drive linked to your records, plus live spreadsheets that pull data straight from your apps.

what you get

Everything you need in Documents & Spreadsheets

Smart folders & tags

Live data spreadsheets

Document workflows

Fine-grained sharing

Need something extra? We customise Documents & Spreadsheets with your own fields, reports, approvals and integrations.

Custom development →

up and running

How we roll out Documents & Spreadsheets

  1. 1

    Discover

    We sit with your team, map how work flows today and agree on what “great” looks like.

  2. 2

    Design

    A clear blueprint: which apps, which workflows, what to customise, and a fixed timeline.

  3. 3

    Build

    We configure, customise, integrate and migrate your data — showing progress every week.

  4. 4

    Launch

    Training, go-live support and a smooth hand-over so nobody feels lost on day one.

  5. 5

    Grow

    Ongoing support and new apps as you grow. Start small, add more whenever you're ready.

Let's set up Documents & Spreadsheets for you

Tell us what slows you down. We'll show you — in a free 30-minute demo — how itanolabs fixes it.