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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:
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How often do employees scan and save a
document on a local drive that is lost due to change in
responsibilities?
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What happens when an employee hard
drive fails and all contracts, PO's, or Statements of Work
are lost?
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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.
CollectSoft© provides
for an easy to use document management
capability with a direct link to
a client's account.
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Document Repository and
Management Notes to
Describe Documents
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Date Stamp to
Track Dates
Documentation was Provided
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Email Documents to Clients
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