Attachments & Document Management
CollectSoft© provides users with
a single source for document repository. CollectSoft
provides for the easy management of client
communications and documentation,
as is the ability to attach purchase orders, contracts, and proof of payments.
Considerations for Time and Accuracy
necessary questions must be posed when considering how
important past due account records are managed:
How often do employees scan and save a
document on a local drive that is lost due to change in
What happens when an employee hard
drive fails and all contracts, PO's, or Statements of Work
Are any Contracts on
the network? Do employees have to continually search to find a
specific customer contract?
CollectSoft© offers all the
functionality you need to link Client contracts and
other pertinent documentation at a specific invoice level.
for an easy to use document management
capability with a direct link to
a client's account.
Document Repository and
Management Notes to
Date Stamp to
Documentation was Provided
Email Documents to Clients