Document Management
Tactiv's platform combines powerful document generation with enterprise-grade document management, ensuring your contracts, award letters, reports, and supporting files are accurate, secure, and fully traceable.
Generate professional documents directly from Enquire using Microsoft Word templates enhanced with smart tags. Automatically merge live system data, including structured fields and tables, into approved templates to eliminate manual errors and save time.
Templates can be configured, published, and controlled by administrators, ensuring consistency across programs while maintaining appropriate access permissions.
Document Generation integrates seamlessly with workflows, allowing documents to be automatically created at key stages, such as approval, contracting, or milestone completion, without manual intervention.
The result:
A secure, structured document environment that reduces risk, strengthens compliance, improves collaboration, and ensures every document is accurate, accessible, and audit-ready, without adding administrative burden.
.png?width=800&height=800&name=Mobile%20Clay%20(2).png)
Seamless Microsoft Office integration
Work the way your team already does.
With integrated Microsoft Office functionality, users can open and edit documents in Word with a single click. Changes are automatically tracked within Enquire, maintaining a single, controlled source of truth, without downloading, re-uploading, or losing version history.
Auto-populated, audit-ready
Documents are generated with live system data, reducing errors and ensuring alignment with approved records. Every generated document is traceable, supporting compliance, governance, and audit requirements.
Secure, centralised document storage
All documents are securely stored within Enquire, linked directly to the relevant application, scholarship, project, or contract record.
This centralised storage ensures:
- A complete, searchable document history
- Secure cloud-based access
- Protection against lost or duplicated files
- Alignment between documents and system data
Full version control and collaboration
Maintain oversight without slowing work down, Tactiv's platform tracks document versions automatically, allowing users to:
- Lock and unlock files for controlled editing
- View version history and restore previous versions
- Mark documents as read-only
- Send documents for review and approval
Every action is recorded, supporting governance and audit requirements.
Governance, security, and lifecycle control
Document Management is designed to meet compliance and operational standards across funding and scholarship environments.
Capabilities include:
- Role-based access permissions
- Security classifications
- Document status and lifecycle management
- Workflow-driven approvals
- Configurable document retention policies
- Support for multiple file types
You’re in good company
