Document Management

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.

Important Considerations for Time and Accuracy

Some 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 responsibilities?
• What happens when an employee hard drive fails and all contracts, PO’s, or Statements of Work are lost?
• Are any Contracts on the network? Do employees have to continually search to find a specific customer contract?

CollectSoft©

CollectSoft© offers all the functionality you need to link Client contracts and other pertinent documentation at a specific invoice level. CollectSoft© provides for an easy to use document management capability with a direct link to a client’s account.

• Document Repository and Management Notes to Describe Documents
• Date Stamp to Track Dates Documentation was Provided
• Email Documents to Clients

CollectSoft© with document link to customer and their invoices is most easy to manage document management tool.

CollectSoft© can be used b sales team to save quotes, and contracts and other internal documents for all customers.

“The ability to secure our documents and one click to view customer documents has saved us hours of searching for documents or on the network for customer information”.