6 September 2022 | Product Info | Phoebe Adshead
Included in this release is the new Document Management application, designed specially to integrate with Microsoft Outlook®, Word®, Excel® and PowerPoint®. The Document Management application also provides seamless integration with all key Contract Costing data, including Jobs, Customers, Suppliers, Subcontractors, Employees, Stock and Assets.
What’s included in the new Documents feature?
All types of documents can be stored, including those created within the system such as Sales Invoices, Contract Applications, Purchase Orders, Subcontractor Certificates, etc.
It can also include job related documents such as spreadsheets, drawings, presentations, tenders, both inbound and outbound emails and, email attachments can be stored. These documents are immediately indexed and stored in preconfigured file locations and linked to all relevant Contract Costing entities so that they can be retrieved easily when required.
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