Searching in 5 systems
The contract with the wine merchant: in Outlook, on the network drive or in the accounting folder?
Document management
Every file where the team needs it.
Contracts, invoices, certificates, records and emails are stored centrally in one place. Linked to a guest, room or supplier and findable in one click.
Without felixUnity
What costs time today
Paper, emails and 3 cloud folders.
Documents are spread across mailboxes, network drives and slips of paper. When in doubt, nobody can find the right one.
Duplicate filing
The same invoice ends up in the paper folder, as a scan and as a PDF attachment. Nobody maintains it all.
Unclear access rights
Who may see which certificates? A lot sits on an admin account or on the drive of Mr Müller.
Audits cost days
Before every inspection, certificates, HACCP records and data processing agreements are gathered manually.
With felixUnity
One archive where everyone finds what they are looking for.
Contracts, invoices, certificates and records are kept in one place, with permissions per role. felixUnity automatically assigns each document to the matching case, recognises content through full-text search and flags what is about to expire.
- One archive instead of five systemsEmails, scans and uploads end up in the same place. Assignment to a guest, supplier or room happens automatically.
- No duplicate filingfelixUnity detects duplicates and links the scan, PDF and email to the same case. Each document is stored only once.
- Permissions set properlyAccess per role or person. IT sees the IT certificates, the kitchen sees the HACCP records. Traceable down to the date.
- Audit in minutes instead of daysAll certificates, deadlines and evidence at the push of a button. Expiry warning before the audit date, not after.
What it looks like
One archive, all formats, clean assignment.
Every document belongs to something: a guest, a supplier, a room or a period. felixUnity links automatically and makes documents findable.
How it runs
From the inbox into the right folder.
Capture
Email attachment, upload or scan: everything lands in the inbox.
Categorise
AI suggests the category, guest or supplier. You confirm in one click.
Assign
Automatically linked to the case: reservation, invoice, contract.
Access
Full-text search across everything. Permission management per role or person.
Show, don't tell
See
your document filing reimagined.
In the demo, we use an example from your daily work to show the route from an emailed invoice to a clean filing path.
In 30 minutes you will see:
- How documents are categorised automatically
- How linking to guests and suppliers works
- How the team pulls audit evidence at the push of a button