With document management, you can add digital documents to your customer records so that they can be viewed later by each employee.
If you scan paper documents or create PDFs on your computer, these can be added to your customer records using document management. If you would like your customers to fill out the documents directly on a tablet, you can use the Customer Survey function.
Activate document management and define document types
You can activate document management under "Settings » Add Function" or add the word Document Management in the search field of the Settings page. You can then define which document types you want to collect:
- Enter the document types in the corresponding field of the document module. You can find this on your Settings page.
- Separate the different document types with a line break. If you only have one document type, you can also just enter one type here.
- Save your entry.
Documents in the customer record
Once document management is active, you will find a corresponding tab in each customer record. Here you can upload documents for this customer. Before uploading, you can specify the document type so that it is clear later what type of document it is.
Documents uploaded in this way are saved in the customer record and dated. This allows every employee to access the customer's documents.
By clicking on the desired document, it can be opened again at any time.