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Accountant Document Management System

Employee Management

Name Email Phone Position Department Hire Date Actions

Document Templates

Template Variables: Use {{first_name}}, {{last_name}}, {{position}}, {{department}}, {{hire_date}}, {{document_number}}, {{document_date}} in your templates. These will be replaced with actual data when creating documents.

Create Document

Document Registry

Document Number Type Employee Template Created Date Status Actions

Dictionary Management

Icon Name Description Entries Actions

Dictionary Entries

Name Actions

Application Settings

Database Information

Database Type: IndexedDB (Browser)

Storage: Local browser storage

Cloud Sync Settings

Connect your cloud storage to automatically backup and sync your data across devices.

OneDrive Sync

● Not Connected

How it works: Click "Connect" to sign in with your Microsoft account. The app will securely store your authentication and automatically sync your data.

Google Drive Sync

● Not Connected

How it works: Click "Connect" to sign in with your Google account. The app will securely store your authentication and automatically sync your data.

How often to automatically sync (1-1440 minutes)
How to handle conflicts when the same record is modified in multiple places
Editor Preferences
Choose your preferred editor for creating and editing templates

Editor Types:

  • Quill Editor: Standard rich text editor with formatting toolbar
  • HTML5 Editor: Preserves all formatting from imported documents (recommended for imports)
  • Plain Text: Simple text editor without formatting