Document Management

• There are so many module in document

DOCUMENT NAME MASTER:

• To make entry of document in system, you have to select document name first. From Here you can enter/edit document name. 
• You can add new document name by filling require detail in text boxes. 
• “Need time period” Field meaning – For some kind of documents like Bank statement, Audit report you requires From date & To date so for that kind of document name click on this check box, so system will ask you for from date & To date whenever you select this document name. 
• Note – We have list of document name that we will provide you. 

FILE LOCATION MASTER:

• This page is part physical document management. 
• Here you need to mention all File Location where you put your file, like Cupboard – 1, Cupboard – 2 …. 

FILE LABLE MASTER:

• From Here you can generate File label (Specific File name). 
• You can import your existing file labeling system. For that contact our support team. 
• By using different fields of this page, you can generate file label & from list you can edit/delete it. 

INWARD:

• Using Inward you can track all inward comes in office like client's document, Email, Phone call, courier, Fax. 
• Here you can generate Inward and add document which will be verified later. 
• You can add all type of document, hard or soft copy, & later on approval, these documents will be bound with specific client and task. 
• Here you can also generate Inward print for client and office. 
• Auto Email & SMS will be sent to Client for conformation of his/her inward with related document

NEW INWARD:

• Using Inward you can track all inward comes in office like client's document, Email, Phone call, courier, Fax. 
• Here you can generate Inward and add document which will be verified later. 
• You can add all type of document, hard or soft copy, & later on approval these documents will be bound with specific client and task. 
• Here you can also generate Inward print for client and office. 
• Auto Email & SMS will be sent to Client for conformation of his/her inward with related document

INWARD LIST:

• Here you can show inward list & you can narrow your search by using filters. 
• User can also able to download document and file from here

OUTWARD:

• Using outward you can track or do all outward from office like client/Department/Employee related document, Email, Phone call, courier, Fax. 

NEW OUTWARD:

• Using outward you can track or do all outward from office like client/Department/Employee related document, Email, Phone call, courier, Fax. 
• Here you can make email to any of your client, Department & Employee. 
• To attach document with email select Soft copy in document type. 
• When You select Email in Outward type you will get thee check box option 
• Add document from database – By select this option you will get the list of all soft copy of particular client at below side. & you can select documents from that list and after saving all selected documents will attached to outward Email. 
• Add returnable document – If you have added document through Inward as Returnable document, you will find list of those documents by checking this option. 
• Add document in client wise document – If you want to add attached document in Application database then select this option. 
• Here you can also generate outward print for client and office. 
• Here for SMS we have set some pre-approved templates, so these SMS will deliver to all DND numbers. 
• Auto Email & SMS will be sent to Client for conformation of his/her outward with related document. 
• All Email will shoot through Email address, which you have configure in SMTP Setting of particular login.

OUTWARD LIST:

• Here you can show outward list & you can narrow your search by using filters. 
• Here you can take print of receipt for outward document.

MULTIPLE OUTWARD:

• Using multiple outward, you can send email, SMS to more than one client.

ADD:

• Using multiple outward you can send email, SMS to more than one client together. 
• I.e. If you want to inform all your service tax clients for new tax updating, then by using filters you can inform they all together. 
• Even you can send all clients of particular task with particular status by selecting filters. 
• You can also get label (Sticker) of your clients with their Name & Address for courier or Mailing purpose. 
• Here for SMS We have set some pre-approved templates, So these SMS will deliver to all DND numbers. 
• And you can narrow your search by using filters.

LIST:

• Here you can show multiple outward list & you can narrow your search by using filters.

ADD DOCUMENT MANUALLY:

• You can add documents manually by selecting particular detail. 
• Any added document from here directly show in all documents page.

ALL DOCUMENT:

• Here you can get all documents available in application. 
• You can get all soft documents by click on his File name. & for hard document you can find its physical location. 
• You can narrow your search by using filters.

DOCUMENT TRACKING:

• Here you can track all client documents service wise (Task Wise) available in application.

 TRACK DOCUMENT MASTER:

• Here you can add service wise required document list (Master list).

SET DOCUMENT TRACKING:

• Here you can add required document list client service wise. 

DOCUMENT STATUS:

• Here you can track client documents, which is collected, or not, if not then you can also send reminder Email/SMS. 

CHECK STATUS:

• Here you can track client documents which status pending by filter.