File Repository

in the Aura Business system

Company File Database

Aura Business is a comprehensive solution supporting multiple business areas in modern enterprises. One of the modules worth using daily is the file repository, which serves as a database for company documents. The purpose of this tool is to organize and systematize the materials employees need to perform their duties.

File repository in the management system

Client Testimonial

„Implementing Aura CRM allowed us to improve internal communication regarding our contractors, as well as systematize extensive knowledge about them and their needs. Thanks to CRM, we have access to the entire history of a given contractor, enabling us to tailor marketing activities accordingly. CRM also helps us efficiently organize remote training sessions in multiple locations across Poland.”
Aura Business - business solution for hairtalk
Iwona Działach, hairtalk

How Files Are Organized in the System

The system’s structure itself serves to maintain organization. It consists of directories and subdirectories that can be freely categorized based on themes, housing company files. As a system user, you can freely name each directory and match them to the documents contained within.

Searching through such a structured file repository is very simple – each document is marked with a name, thumbnail, upload date, file type, and author. Additionally, the system includes a filtering option, allowing users to search for materials by name or upload date. This tool is especially useful for companies that have a large number of essential documents and actively expand their file database.

To ensure the repository is a complete mechanism, it has been enhanced with special content management options. For directories, the available actions include moving, renaming, deleting, and assigning read or edit permissions. For individual files, actions such as moving, renaming, deleting, and downloading are available.

An added convenience is that multiple actions can be performed on several elements simultaneously. This is a time-saving method for file management.

File repository in the CRM system

How to Use the File Repository?

If the file database is built systematically, maintaining order and utilizing a directory-based structure, it will contribute to improvements in your organization. New employees will be able to familiarize themselves with the necessary documentation, current staff will have quick and constant access to important files, and all key information will be stored in one, easily accessible location.

What you choose to store in the file repository is up to you. However, it should definitely include materials that are essential to your business operations and, most importantly, useful for employees in their daily tasks.

Examples include: document templates and forms, instructions and operational standards, safety regulations, promotional materials, onboarding resources, specifications and technical documents, presentations, organizational materials, and many more.

Benefits of Implementing the Aura Business System

  • Constant access to company files
  • All critical data in one place
  • Organized company documents
  • Quick access to essential information
  • Assigning permissions to specific folders
  • Time-saving through filtering

Want to see how the Aura Business system can meet your company's needs?

Schedule a Consultation

Aura Business has been supporting Polish businesses for over 20 years. Aura Business is a product of Questy, a Poznań-based company that has been operating in the market since 2002.

Today, Questy has hundreds of successful implementations of the Aura Business system for small, medium, and large enterprises in Poland.

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