- 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.
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