Modules · Documents

Documents you can actually find

Contracts, invoices and important files in one place — with folders, permissions, automatic text recognition and follow-ups so no deadline slips through.

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2 members free · Cancel monthly

team.workyoo.com/documents
Document management with folders Document management with folders

Highlights

What document management can do

Folders with permissions

Read and write rights per person or group — everyone only sees what they may see.

Your own categories

Contract, invoice, quote and more — freely configurable per team.

Just drop it

Drag & drop files and the document is created automatically.

Text recognition (OCR)

PDFs, Word files and images are read on upload — entirely on our server.

Full-text search

Global search (⌘K) also finds text inside files and scans.

Follow-ups

Set a date and a note — workYoo reminds you by email and on the dashboard.

Organisation

Order that grows with you

File documents in hierarchical folders with icons and grant read and write rights per person or group. Each team sets up its own categories.

  • Hierarchical folders with icons
  • Separate read and write rights
  • Permissions per person or group
  • Categories freely configurable per team

Example: your filing

  • Contracts — management and accounting
  • Invoices — accounting
  • Quotes — whole team
  • HR — management only

OCR & search

Even scanned PDFs are searchable

On upload, workYoo recognises the text in PDFs, Word files and images — in German and English, using open-source libraries right on our server. No cloud service ever sees your files.

  • Automatic text recognition on upload
  • PDF, DOCX and images (PNG, JPG)
  • No data leaves the server
  • Global search (⌘K) covers the contents
team.workyoo.com/documents
Global search finds text inside documents Global search finds text inside documents

Reminders

Never miss a notice period again

Set a follow-up date with a note on a contract. workYoo reminds you by email in good time and shows due documents in the dashboard widget. With an owner per document it is clear who takes care of it.

  • Follow-up date with a note
  • Automatic email reminder
  • Dashboard widget for due documents
  • Owners per document
team.workyoo.com/dashboard
Dashboard with follow-ups Dashboard with follow-ups

Collaboration

Chat, attachments and custom fields

Discuss documents right in the chat with @mentions, attach as many files as you like and extend every document with custom fields — such as term, contract partner or cost centre.

  • Chat with @mentions
  • Any number of attachments per document
  • Custom fields: text, number, date, choice
  • Link to customers, tasks and the wiki

Contract “Server room maintenance”

  • Term: until 31 Dec — follow-up 1 Oct
  • Owner: accounting
  • @Stefan: please check before renewal
  • Linked to customer and task

Before · after

No more digging through network drives

Without workYoo

  • Files spread across drives, emails and desktops
  • Search by file name only
  • Notice periods live in someone’s calendar
  • Who is actually allowed to see this contract?

With workYoo

  • One place for contracts, invoices and files
  • Full-text search right into scanned PDFs
  • Follow-up with email reminder
  • Permissions per folder, person or group

FAQ

Frequently asked questions

How much does document management cost?

The plugin itself is free. You only pay for members from the 3rd and for storage if needed: 25 MB are free, each 100 MB package costs €2.50 net per month.

Which files become searchable?

PDFs, Word files (DOCX) and images such as PNG or JPG. The recognised text goes into the global search.

Are my files sent to an external service?

No. Text recognition runs with open-source libraries on our server in Germany. Files are stored encrypted and scanned for viruses first.

How do follow-ups work?

You set a date and a note. When it is due, you get an email and the document shows up in the follow-up dashboard widget.

Can I control who sees which documents?

Yes, with read and write rights per folder — for individual people or groups.

Works great with

Ready for the Yoo!?

Try document management free with your team.

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