yomabo_Feature Map - Customer UI

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yomabo_Feature Map - Customer UI by Mind Map: yomabo_Feature Map - Customer UI

1. Documents Management

1.1. Attributes

1.1.1. Name

1.1.1.1. Automated prefilled: Document Type / Company / Date

1.1.1.2. Editable by user

1.1.2. Date

1.1.2.1. 1st choice: Document date

1.1.2.2. 2nd choice: Upload date

1.1.3. Type

1.1.3.1. Pre-Defined

1.1.3.1.1. Invoices

1.1.3.1.2. Contracts

1.1.3.1.3. Bank Statements

1.1.3.1.4. Payrolls

1.1.3.1.5. Other

1.1.3.2. choose existing or create new

1.1.4. Tagging

1.1.4.1. One predefined tag: tax

1.1.4.2. User can create new tags or choose from already created ones

1.1.5. Supplier

1.1.5.1. OCR Suggest or add new

1.2. Search

1.2.1. Supplier

1.2.2. Text Search

1.2.3. By Tags

1.2.4. Complex by multiple filters

1.2.4.1. Date

1.2.4.2. Company

1.2.4.3. Document Type

1.2.4.4. ...

1.3. Mark Favorites

1.4. fintract Integration

1.4.1. Document type

1.4.2. Supplier

1.4.3. Date

1.4.4. Pay Status

1.4.4.1. Payment details

1.4.4.1.1. Amount

1.4.4.1.2. IBAN

1.4.4.1.3. BIC

1.4.4.1.4. Reference

1.5. Export as ZIP or XLS

2. Document Sources

2.1. Upload

2.2. fetchdocs

2.2.1. Online Portals

2.3. Custom Connectors

2.3.1. Paragon

2.3.2. Dropscan

2.4. Central E-mail

2.5. IMAP

3. Visualization

3.1. Dashboard

3.1.1. Search

3.1.2. Recent Documents

3.1.3. Notfications

3.2. Documents

3.2.1. Folders

3.2.2. Latest Documents

3.2.3. Search

3.3. Sources

3.3.1. List of all suppliers

3.3.2. Add document source

3.3.2.1. Online portal

3.3.2.2. Mail

3.3.2.3. Custom connector

3.4. User Profile

3.4.1. Name

3.4.2. E-Mail

3.4.3. Password Settings

3.4.4. Delete User

3.4.5. Picture Settings

4. Workflows

4.1. Spaces

4.1.1. User can Creater Spaces and invite users to collaborate

4.1.1.1. Invitation should be also possible to on users via mail to generate new leads

4.1.2. Whitelabel User have automatically one space to share documents with whitelabel partner

4.2. Sign

4.3. Pay