Tracking

You always know where each file is.

Tracking transforms an entire document or folder into a live thread. Create your own stages, follow their progress with others, and let Storage remind you who to relaunch, at the right time.

Available with Storage Pro and Pro+.

The observation

Your most important documents and files are lost in silence.

A quote goes by e-mail, then nothing. A customer file is progressing, but no one knows where it is. Without a real system, follow-up is based on memory and memory has its limits, especially on a Friday night.

The solution

Each document or file follows its own path, and warns you.

Tracking adds a common thread to what you want: a specific document, or a customer file as a whole. Stages that you define, a color that speaks for itself, and a relaunch that prepares itself.

Overview

All your reminders, in the same place.

A dedicated tab brings together only what requires action today no more, no less. Select, prepare, send.

• Classified by emergency, days of delay posted
• Multiple selection to process several reminders at once
• A click opens Mail.app with the message already written

Traceability

A history that never lies.

Each stage change is dated, timed and assigned. Useful alone, indispensable to many everyone knows exactly where the file is.

• Date, time and author of each stage taken
• The history remains faithful even if a stage is renamed
• Works both on a document and on an entire file

Configuration

Adjusted once, applied everywhere.

Define the reminder time, the step that triggers it, and the associated email template. Storage takes care of the rest, in silence, as long as nothing moves.

• A delay and an email template per tracking type
• Automatic deactivation of tracking after relaunch, if necessary
• As many types as ways of working in your profession

For whom

The same tool, a different workflow for each job.

Tracking adds a common thread to what you want: a specific document, or a customer file as a whole. Stages that you define, a color that speaks for itself, and a relaunch that prepares itself.