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Enobase Documents · Finance

Find the document through the work it belongs to.

Read the document with its source in mind.

Use the document editor available in your workspace to review the content and the record-fed values before output.

See it on your own data

From the business record to its document.

Start with the source

Identify the record and the information that should appear in the document.

From the business record to its document.

  1. Identify the record and the information that should appear in the document.

  2. Attach the supporting file or use the document workflow configured for your workspace.

  3. Check the document against its source before it is shared or used in the next process.

The details that make the record useful.

Choose the fields that explain the work and the next decision.

See it on your own data

A source record

Keep the business relationship explicit.

Supporting files

Bring the file needed to understand the record into its context.

Configured documents

Use the templates and document actions available in your workspace.

Review before sharing

Make document review part of the operating process.

The same starting point, shaped for different teams.

These illustrative configurations show how the unit of work changes with the operation.

See it on your own data

Finance checks an invoice

The document belongs to a supplier, an amount and a due date. A reviewer needs the supporting transaction context.

An event team prepares a client document

The document draws on the event details and commercial terms. The reviewer checks the date, scope and recipient.

Keep the hand-offs explicit.

Start from the records on each side, then agree which actions belong in the configured process.

See it on your own data

Keep financial evidence together

Connect the document to the accounting work it supports.

Keep financial evidence together

Keep project material accessible

Use the project record as the starting point for its documents.

Keep project material accessible

Questions about Documents

Start with a defined process and its required records. Agree the configuration and connected actions before extending it to other teams.

SignExplore the connection with Sign.ExploreProjectExplore the connection with Project.ExploreAccountingExplore the connection with Accounting.Explore

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Discuss your processContact the team
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marketing/screen-document-invoice
widget: marketing/screen-document-invoice family: screen kind: screen frame: desktop subject: Read the document with its source in mind. move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: DOC-2026-0031; invoice INV-2026-0042; Maison Delcourt; net EUR 1000.00, VAT EUR 210.00, total EUR 1210.00; due 30 Sep 2026; adapt the record labels and fields to this module; keep the existing screen composition props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/widget-contract-library
family: widget; kind: record; frame: sticker; subject: A source record; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: DOC-2026-0031; invoice INV-2026-0042; Maison Delcourt; net EUR 1000.00, VAT EUR 210.00, total EUR 1210.00; due 30 Sep 2026; show Keep the business relationship explicit.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/widget-contract-library
family: widget; kind: record; frame: sticker; subject: Supporting files; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: DOC-2026-0031; invoice INV-2026-0042; Maison Delcourt; net EUR 1000.00, VAT EUR 210.00, total EUR 1210.00; due 30 Sep 2026; show Bring the file needed to understand the record into its context.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/widget-contract-library
family: widget; kind: record; frame: sticker; subject: Configured documents; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: DOC-2026-0031; invoice INV-2026-0042; Maison Delcourt; net EUR 1000.00, VAT EUR 210.00, total EUR 1210.00; due 30 Sep 2026; show Use the templates and document actions available in your workspace.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/widget-contract-library
family: widget; kind: record; frame: sticker; subject: Review before sharing; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: DOC-2026-0031; invoice INV-2026-0042; Maison Delcourt; net EUR 1000.00, VAT EUR 210.00, total EUR 1210.00; due 30 Sep 2026; show Make document review part of the operating process.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/widget-contract-library
widget: marketing/widget-contract-library family: widget kind: record frame: sticker subject: Finance checks an invoice move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: Illustrative configuration: The document belongs to a supplier, an amount and a due date. A reviewer needs the supporting transaction context.; use fictitious Belgian company Atelier Renard; label records consistently; do not present this as a customer testimonial props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/widget-contract-library
widget: marketing/widget-contract-library family: widget kind: record frame: sticker subject: An event team prepares a client document move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: Illustrative configuration: The document draws on the event details and commercial terms. The reviewer checks the date, scope and recipient.; use fictitious Belgian company Atelier Renard; label records consistently; do not present this as a customer testimonial props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/widget-contract-library
widget: marketing/widget-contract-library family: widget kind: record frame: sticker subject: The source and destination of a business hand-off move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: DOC-2026-0031; invoice INV-2026-0042; Maison Delcourt; net EUR 1000.00, VAT EUR 210.00, total EUR 1210.00; due 30 Sep 2026 props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/widget-contract-library
family: widget; kind: record; frame: sticker; subject: Keep financial evidence together; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: DOC-2026-0031; invoice INV-2026-0042; Maison Delcourt; net EUR 1000.00, VAT EUR 210.00, total EUR 1210.00; due 30 Sep 2026; relationship to accounting; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/widget-contract-library
family: widget; kind: record; frame: sticker; subject: Keep project material accessible; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: DOC-2026-0031; invoice INV-2026-0042; Maison Delcourt; net EUR 1000.00, VAT EUR 210.00, total EUR 1210.00; due 30 Sep 2026; relationship to project; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor

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