Document Management

With Pertuniti, you can easily introduce structured and user-friendly document management in your organization. For each project or 'case', folders and documents can be created, easily monitored and access rights can be managed.

Files are often linked to other documents, models, tasks, events, or other information — and may also have specific attributes (e.g. current status). With Pertuniti, you can link all this information, annotate documents, and annotate attributes and tags.

Of course, you can track and restore all versions of your files. This makes it easy to avoid cluttered project folders with countless revisions of the same file.

For PDFs, for different diagrams such as BPMN or process landscapes, as well as for markdown and text files, Pertuniti can directly display a preview.

Preview

Version control

Attributes

Modeling

Access rights in Pertuniti can be set at case level. On this level of detail, it quickly becomes clear who has and who should have access to information.

User access control

Search

Preview

For PDFs, for different diagrams such as BPMN or process landscapes, as well as for markdown and text files, Pertuniti can directly display a preview.

Version control

All documents in Pertuniti are under version control: Old versions and deleted files can be restored. Changes can be easily tracked in a version overview and in the activity stream.

Attributes

Pertuniti enables you to assign almost any attributes to individual documents. This way, you can easily realize your own workflow and knowledge management.

Modeling

Pertuniti supports numerous notations for process and data modeling. These diagrams are implemented as documents, are also under version control, and in addition to modeling, they support all document management features.

User access control

Access rights in Pertuniti can be set at case level. On this level of detail, it quickly becomes clear who has and who should have access to information.

Search

With Pertuniti's search, you can quickly identify important documents and cases. For this purpose, customers in the Professional and Enterprise packages have access to a full-text search.

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Full version control

All documents in Pertuniti are under version control, which means that you can easily restore old versions and track why changes were made by whom. With links to other documents and case elements, you can easily determine which documents might also need to be adjusted.

With Pertuniti, you can easily monitor, download, and restore all versions of a document. This avoids confusing project folders with many revisions of the same file.

the activity stream, it quickly becomes clear who made which changes to the document and why.

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Large projects with Pertuniti

Small projects for the evaluation of a business idea or for the creation of an offer occasionally grow into very large project structures with different stakeholders, phases and permissions. In Pertuniti, these project units can be represented by "subcases". The different views on projects can be displayed for the current project or aggregated for all projects of the current hierarchy level.

Folders and documents are stored per project or case. This way, even very complex project hierarchies can remain transparent at the respective level of the project — both for collaboration and for access rights.

Your own workflow in Pertuniti

With Pertuniti, you can easily implement your own workflow and knowledge management: Documents can have almost any attributes, you can link other documents or case elements, and you can comment on files.

Documents in Pertuniti can imply their own status, e.g. a recruiting process can be handled ad hoc using attributes.

Documents can be commented as needed. This facilitates to track why changes have been made.

In the activity stream, it is also clear when comments, references or annotations were made — which makes the entire life cycle of a document transparent.

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Pertuniti for modeling

Pertuniti can also be used to model a wide range of notations for processes and data. Diagrams in Pertuniti are documents, i.e. they can be managed in folder structures, they are under version control, they can have almost any attributes, and they can be linked to other files, tasks, appointments and other case elements.

Diagrams, e.g. for BPMN, process landscapes or ER models, can be modeled directly in Pertuniti.

Diagrams modeled with Pertuniti can also be previewed.

Learn more about modeling!