Document and Report Management

Definition

Document management allows operators to customize varying levels of their internal and customer facing documentation. Wording or formatting is basis. Creation of documents is advanced. Access to database relationships is very advanced.

Features in this category

Capabilities that belong to Document and Report Management. A feature can live in multiple categories.

• Document Management

  Stores documents (contracts, COIs, inspection reports, photos, customer correspondence) on the contract or customer record.

Platforms that include Document and Report Management

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