DATRYLO · CONNECTED BUSINESS

Your documents. Organised around your business.

Bring folders, tags and linked business attachments into Datrylo Documents. Give your team a clearer way to file, find and control access to the information behind their work.

More ways to move work forward

01

Give business files a shared home

Organise files in folders and tags, with a folder sidebar for browsing. Upload directly into the right folder and keep the filing structure familiar to your team.

02

Find the file from the business record

Configure filing rules for attachments on business records. Bring linked files into Documents without duplicating the original attachment, and open documents from contact and employee records.

03

Set access around the folder

Restrict folders to the relevant internal groups or make them available to internal users. Agree a filing and access structure before moving sensitive business documents into everyday use.

Keep the next step connected

Built around the way you work

Choose the features your team needs, then configure roles, policies and working steps during implementation. Use a demo built around your own business scenario to agree the setup.

Choose which optional services you allow. You can change or withdraw your choices at any time.