Document Management

Organizing and structuring documents is critical to any business. Being able to locate your documentation easily is the key to successful client relationships. Business Manager 365 can consolidate and organize your pictures, PDF’s, and other electronic files so they can be properly organized and retrieved when needed for compliancy, billing, or customer reference.

The Document Management system tracks many different documents and electronic files such as: contracts, project documents, pictures, emails, packing slips, and specifications. This is an important feature in the world of litigation that we live in today.  The Document Management system is integrated into the entire suite of Business Manager 365 to make finding files easy and quick throughout the workflow process.

Document Management Features:

Business Manager 365

Document Management Module

See How It Works

Sign up for our no obligation demo and see first hand how Business Manager 365 works. Give us a call at 877-284-5733  or use our form below to see a demonstration.

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