Yes, Cimplico Workpapers allows you to link files from other document management systems if you prefer not to store documents directly in Cimplico Workpapers.
Options for Document Management
Store Original Documents in Cimplico Workpapers
Upload and store files directly within the platform for easy access and organisation.
Link Files via Integrations
Use integrations like FYI to link files stored in your existing document management system.
Link to Online Databases
You can link individual files stored in cloud-based services like OneDrive, Dropbox, or similar platforms, provided the files have a shareable link.
💡 Tip: Cimplico Workpapers is not an all-or-nothing solution—you can mix and match these methods to work with your existing systems while leveraging the tools that best suit your workflows.