7. Streamline your workflow

Managing complex information and multiple documents is a daily challenge. SAVOIRR’s key features—Tags, Custom Fields, and Linked Items—streamline your workflow by helping you organise, track, and link essential data, making it easier to stay organised and focus on strategic priorities.

Tags help you categorise and quickly access important items, Custom Fields allow you to add notes, positions and much more, while Linked Items enable easy navigation between related documents.

Keep an overview with tags

Tags are a powerful tool that helps you categorise and quickly access consultations, procedures, documents, and other relevant items, making it easier to manage your work. By using tags, you can organise and track important items, and enhance your productivity.

With tags, you can:

• Group related items under specific tags to keep your work organised and easy to navigate.
• Pin tags to your sidebar for instant access and stay updated on the latest changes to tagged items.
• Use colours and hierarchical structures to differentiate and organise tags, making it easy to recognise and manage different categories.
• Share tags with your team for collaborative projects or keep them private for personal organisation.
• Enable notifications to receive alerts when tagged items are updated.
• Generate reports quickly and effortlessly based on specific tags

By incorporating tags into your workflow, you can save time, stay organised, and improve overall efficiency. More about tags

Document your insights with custom fields

Custom Fields in SAVOIRR empower your team to digitise workflows and improve collaboration with both internal and external stakeholders. By tailoring data fields to your specific needs, you can streamline processes, making your work more efficient and organised.

With Custom Fields, you can:

• Create custom fields for each item to match your unique workflow requirements, making data entry and retrieval more efficient.
• Use various field types to ensure that all relevant information is easily accessible and standardised, enhancing teamwork and communication.
• Choose from multiple field types such as short text, formatted text, single-select, multi-select, and attachments to capture the exact information you need.
• Edit and update custom fields as your research and analysis evolve, ensuring that your data stays relevant and up to date.

By integrating Custom Fields into your workflow, you can elevate your team’s efficiency and ensure smooth, organised collaboration. More about Custom Fields

Link related items for easy navigation

You can also streamline your workflow by linking consultations, procedures, and documents. On the detailed page of an item, you can manage linked items by clicking "Add Link," searching for the related item, and saving it. Linked items will appear on the right side, allowing you to easily navigate between related topics and maintain a clear overview. More about Linked Items

Assign users to items

You can improve your team collaboration and efforts with the option to assign one or more users to an item. This function can be accessed in the detail page of any consultation, procedure or document. In the top right corner you will see the "Assign" button. Clicking on it, you will open a popup menu with the list of all users in your company, including yourself. Here you can select one or more users to assign to an item and this will be reflected on the item in question after you save your changes.

Together, these features help you stay organised, improve collaboration, and boost overall efficiency.