DocumentsModule 285 apps
Write it, present it, and keep every version Coming by Holi
A word processor, a presentation tool and notes. Eight lines of the specification that are in truth three substantial products, listed as though they were features — and this module says so rather than implying they are a fortnight of work. Honestly assessed it is the worst effort-to-value ratio anywhere in the design: every business already has these, and nobody adopts a business system for its word processor. It is written down as a named home so the specification is not silent about it, and it is ranked accordingly.
Reads fromCRMProjects & Collaboration
Writes toCRM
Part of Work & Collaboration
5 apps in Documents
Word Processor
Writing a document inside the system so it is filed against the record it concerns instead of living on somebody’s laptop. The value is not the editor, which is a solved and crowded problem — it is that the document is attached to the order, the case or the person it is actually about.
Presentations
Slides, for the same reason and with the same honest caveat: the point is where the file lives and what it is linked to, not that this is a better tool than the one already on every desk.
Notes
Short-form writing that is not a document — a thought against a customer, a decision against a project. The format most used and least specified, which is usually a sign it should be built before the two above it.
Co-editing & Track Changes
Two people in the same document without one of them overwriting the other, and a visible record of who changed what so an edit can be accepted or undone. This is the genuinely hard part of all three applications above, and the part a business actually notices missing.
Version Recovery
Getting back what a document said before somebody changed it. Listed once in the specification under storage and worth its own line here, because it is the feature nobody asks for until the first afternoon it is needed.