Documents & Contracts

Document Management

Import, Manage and Create Documents, link documents to invoices. Easily searchable and accessible, store documents and contracts in a centralized and secure way.

Laptop and smartphone displaying finance software interface for accounts payable and login screen.

What is Document Management?

Document management is an add-on feature for Rillion that enables you to store your documents and contracts in the same system. Safely store documents and contracts in the cloud in a centralized manner, with the capability to link them to invoices.

Get to know Document Management

Store your Documents in Rillion

Key features

Part of Rillion Solution

  • Add-on feature of Rillion = same solution
  • Cost effective solution for simple document management
  • Users in your organization are already using Rillion – easy to start!
  • User friendly and fast to implement

Document Management

  • Store documents and contracts in the cloud in a centralized and secure way
  • Link documents to invoices. When invoices arrive, needed information is easily visible.
  • Share access rights
  • Build your own folder structure
  • Easily searchable and accessible

Contract Management

  • Store contracts and agreements in Rillion One
  • Set reminders for when contracts are about to expire
  • Get a notification well ahead of last termination date
  • Provide access to relevant agreements for those who approve invoices

Documents & Contracts for Rillion One

We can offer more than just invoice management!

Rillion Documents & Contract module is an add-on feature that bring our agreements and other documents in Rillion.

Collect all your agreements in Rillion One. When invoices arrive, you can see the document in the invoice view and easily reconcile the invoice’s items against the current agreement. Create your own templates for different document types and build your own folder structure. You easily control who should be able to access specific agreements. Text search in PDF so you can search in all text in the document.

Documents in Rillion One

Watch the demo

Control of contracts before they expire

Store agreements and contracts in Rillion One. Set reminders for when contracts are about to expire so you get a notification well ahead of last termination date. You can also set up extra periodic reminders. Make agreements available to those making purchases so they are aware of negotiated discounts.

Document Management for Rillion Prime

Import & Create

Rillion Documents is an add-on feature, which allows creating, importing, and archiving of different business document types and sending documents into workflow for approval. Rillion Documents is part of the Rillion solution, which allows the ability to link documents to invoices, contracts, purchase orders or other items.

Documents can be created manually or imported from various sources, for example from a feed from your ERP

Approval Workflows

Rillion Documents allows you to set up rules and approval processes that will automatically regulate the management of a specific document type. The solution helps you get an overview of different business documents while assuring the accessibility of the documents are controlled.

Rillion Documents for Prime
Documents in Rillion One

Gain overview and control

Overview & security

The solution helps you get an overview of different business documents while assuring the accessibility of the documents are controlled. Documents can be routed for approval according to a predefined flowchart and users can search for documents based on the chosen indexes.

Reports

Reports will help you create flexible searches including the fields you have been set up by your reporting needs by each document type.

Benefits of Document Management

Add-on feature

Getting started is easy – users in your organization are already using and loving Rillion!

User friendly

The same great user interface as Rillion One or Prime.

Great overview

Attach documents to invoices for easy visibility of necessary information upon their arrival. Provide access to relevant agreements for those who approve invoices.

Reminders

Receive notifications well in advance of the contract’s final termination date by setting reminders for upcoming expirations.

Security

Document Management – Trusted By Banks

Rillion is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, GDPR, and PEPPOL.

  • Global solution for multiple ERPs, countries, currencies, and tax rules
  • Unlimited users—no user license costs
  • Bulletproof compliance control and minimal IT involvement
SOC 1 Report (System and Organization Controls Report)
The Health Insurance Portability and Accountability Act (HIPAA)
SOC 2

Customer stories

Read more about Document Management.

“With our contracts being matched to vendor invoices for over 300 locations, Rillion has reduced our manual workload and really optimized our AP operations.”

Our customer cases

Implementation

We’re committed to solving your problems and making your job easier with our invoice capture solutions.

The time required for implementation of Rillion One and Rillion Prime may vary, depending on the features you choose and the ERP system you’re using.

Contact one of our experts today to schedule a demo. As always, we’re with you every step of the way.

Seamless integration with your ERP

Rillion’s solutions integrate with many popular finance and business systems.

FAQ – Document Management

Document Management is really easy to implement as it’s and add-on feature for Rillion. No need for IT to get involved!

No, we offer the add-on Document Management for Rillion Prime and Documents & Contracts for Rillion One.

Rillion offers unlimited users.

Yes, support is always included with Rillion. We offer local support over phone and ticketing system in all Nordic countries and the US.

Get started!

Documents is available for the following products

Documents & Contracts

Get started quickly

Rillion One

Automated handling of supplier invoices for small and medium-sized businesses looking to get started quickly.

  • Invoice Capture (OCR)
  • Invoice Approval Workflows
  • AI Coding
  • Payments as a Service
  • Advanced Search
  • Fast Setup
  • Documents & Contracts
  • E-invoicing
  • Seamless integration to ERP/accounting system

Document Management

Scalable solution

Rillion Prime

Electronic invoice management and purchase-to-pay for larger organizations with high demands on automation.

  • Invoice Capture (OCR)
  • Invoice Approval Workflows
  • AI Coding
  • PO-Matching
  • Recurring invoice automation
  • Document Management
  • Audit trail software
  • Payments as a Service
  • Analytics and Reporting
  • Purchase to pay
  • E-invoicing
  • Seamless integration to ERP/accounting system

Rillion – AP automation for your peace of mind

  • We are experts with over 30 years in the industry

  • Trusted by customers in over 50 countries

  • 96% of Rillion customers feel that the platform fulfills expectations

  • 95% consider Rillion to be a worthwhile investment

Find out for yourself how we can make your job easier!

Want to try Rillion?

Schedule a free consultation so that we can understand your needs and provide you with the best solution.