Single document
Docxkeeper saves the document, returns to Explorer, selects the new record, and opens its preview so work can continue from there.
Document Follow-up
Do not archive a document and forget what comes next.
Define the next action, assign responsibility, and set a due date—then see what is open, overdue, or still awaiting a reply.
Action, ownership, and timing stay in the document’s context.
After archiving
Archiving records what happened. Follow-up makes the next action clear.
A letter may be registered and archived while the work around it is still open. Docxkeeper keeps that follow-up with the document record instead of leaving it in side notes or someone’s memory.
Follow-up purpose
- 01Action required
- 02Reply required
- 03Awaiting reply
- 04For information
Once the document is archived, an open follow-up becomes visible operational work in the dashboard and follow-up queue.
- Owner
- A responsible department or staff member knows the action is theirs.
- Due date
- A clear date separates what is due today from what is overdue.
- Operational reminder
- An in-app date for reviewing the follow-up at the right time.
- Follow-up status
- Open, completed, or cancelled. Overdue state applies to due follow-ups; For information is never treated as overdue work.
Operational view
Start the day with what needs attention.
Instead of searching for what the team may have missed, begin with a concise view of document-related work and move straight to the items that need action first.
- Open
- Due today
- Overdue
- Awaiting reply
- Completed
Follow-up queue
Move from the overview to the full queue—and back to the document.
Staff and managers can open the complete follow-up queue and filter it by status, department, staff member, or document number. Every item leads back to its linked document.
Filter byStatusDepartmentStaff memberDocument number
This is not a separate task manager; follow-up remains part of the document context.
One record, multiple next actions
One document, with every follow-up it needs.
A document can carry more than one follow-up when necessary: an action for a department, a reply owned by a staff member, or an external response still pending. The official record stays singular while the work remains connected to it.
Create Document Full Workspace
Document data, files, and follow-up in one workspace.
Document creation now opens as a full workspace inside the application, bringing document data, context, file preparation, and follow-up together in one connected path.
- 01
Data and context
Numbering, dates, entities, subject, and the surrounding document context.
- 02
Files and preparation
File Explorer, drag and drop, direct selection, scanner, or paste—then staging, thumbnails, reordering, image editing, and PDF merge.
- 03
Follow-up when needed
Set the action, owner, and due date while creating the document itself.
Choose the right intake rhythmSingle Continuous
Continuous intake
After saving, stay in the create workspace with a clean form for the next document—ideal when a stack of correspondence is waiting to be archived.
Clear value for each role
Staff know what they own. Managers see where work needs a decision.
For staff
- What needs action now
- What has passed its due date
- What is still awaiting a reply
For managers
- A view of open work
- The work queue by department or staff member
- Direct access to the original document
From archiving to active follow-up
Do not let the archive be where a document ends.
Make it the place that tells you what should happen next.