Document Management – Selectable Document Types

Business Manager 365 has customizable document type settings, these are configurable to your specific needs. These document types briefly can describe the type of document it is, such as pictures, contract, scope of work, customer letter, or vendor information. This feature further expands the tracking and searching of documents within the Business Manager Document Management system.  

Document Management Module

business manager 365 document management module

See How It Works

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Service technician using Business Manager 365 on a tablet