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Document Management

Ensure document governance
& supplier compliance

Document management and supplier compliance

Evaluating, approving, and onboarding suppliers, distributors, and other partners requires significant amounts of company and product-related documentation.

Some documents simply need to be collected while others require review, revisions, and sometimes, signatures or acknowledgment of receipt. And if that's not challenging and time-consuming enough, once captured, it's a whole new effort to track and keep them updated as requirements change or documents expire.

CMX1 makes this easy as it's designed to lighten the load and arm you with the required, up-to-date documents exactly when you need them; ensuring ongoing compliance for your partners, products, and programs.

Improve productivity & compliance tracking

CMX1's Document Management module is designed to make sure you have all the necessary documents at the ready, at any time. Whether it's legal and regulatory documentation needed for partner approval and ongoing compliance, or documents and certifications related to product claims, or documentation in regards to supplier operating procedures, food safety, and training programs - CMX1 has you covered. All your documents stored, organized, searchable, tracked, and automatically renewed based on your business rules.

Document Management Status Tracker
Document Management Supplier View
Document Type Configuration_Step 1
Document Types Document Validation_Step 3
Document Types Document Expiration_Step 4
Diego Beamonte

“Our menu is diverse and we source from thousands of suppliers. It’s a tough problem to tackle and CMX was the right choice for us. With their platform, Burger King, Tim Hortons, and Popeyes have continued to aggressively scale, while maintaining control and oversight over supplier and product quality.”

Diego Beamonte Head of Quality Assurance for Restaurant Brands International
Diego Beamonte

“Our menu is diverse and we source from thousands of suppliers. It’s a tough problem to tackle and CMX was the right choice for us. With their platform, Burger King, Tim Hortons, and Popeyes have continued to aggressively scale, while maintaining control and oversight over supplier and product quality.”

Diego Beamonte Head of Quality Assurance for Restaurant Brands International

Features to lighten the load

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Self-Service Configuration

With CMX1's self-service wizard you are completely in control. Leverage our templates or create your own document types and manage versioning over time. Configure applicability requirements by business type, geography, product categories, and more. With a few clicks, set access rights and define workflows for capturing, reviewing, approving, storing, renewing, and archiving all your critical documents.

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Automated Document Requests and Maintenance

CMX1 makes your team far more efficient when requesting documents from suppliers and partners and tracking their status. Whether through an ad-hoc or automated request - email notifications, reminders, and task management makes sure nothing falls through the cracks and is missed. Version control ensures the latest documents are always visible with historical documents archived and tracked through automated record history.

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Deep Integration with CMX1 Workflows

The Document Module is fully integrated with the rest of CMX1's modules and system workflows. When company or regulatory requirements change, quickly make adjustments to the documents you are requesting when onboarding suppliers and approving the sourcing of products. Once in the system, CMX1 takes over the maintenance and renewal automatically.

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Status Tracking and Compliance

Regardless of the source of your documents - whether gathered through the onboarding process, captured from an ad hoc document request, or manually uploaded into the system - CMX1 provides dashboarding and reporting for a comprehensive view of status tracking and compliance. Search by type, name, tag, and more. Never be in the dark again where a document is in the process and what it's real-time status is.

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