Document Management

Each client account now includes a Document Management feature that provides you the ability to manage and organize your company documents. This application allows you to upload various document types including Excel, PDF, and Word. These documents can be attached to specific entities, grouped for shared use, or secured for user-only access.

With Document Management your documents are stored on secured servers that you can easily access 24/7 from anywhere with an internet connection. You may create descriptions, assign categories, and track modifications made to documents. In addition, you may view and email documents directly from your account.

To learn more about Document Management contact a Sales Consultant at (888) 705-7274.