Embedded document management systemfrom 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.
- 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.