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Document Management

Embedded document management system from invoice assignment letters to contracts and legal documents

SAFE KEEPING OF ALL DOCUMENTS INCOMING AND OUTCOMING
Unlimited number of documents can be stored in Proxima+ DMS at any object, tagging them with user defined categories:
Documents that can be stored in Proxima+:
-    User photo/signature on user level.
-    Customer’s authorized person signature for verification purposes.
-    Financial data and statements.
-    Reports on visits/reviews/audits.
-    Legal documents.
-    Facility Application related documents and any on-boarding documents.
-    Statements.
-    Contracts and appendices.
-    Scanned invoices (PDF with page splitting capability).
-    Cheque images etc.
 
Scheduled automatic warnings/reminders can be generated and addressed to users, for the review/renewal of such stored documents.