The Creditors Document Manager is used to store any Creditor Documents for example Creditors Invoices. This will allow the user to go back and open them if needed.
The user will be able to book New Documents for example files or images. If any of the Documents change, the user can book in the Revised Document. The Document Manager will keep a record of all the Documents and Images that are being uploaded.
Storing the Documents electronically will help free up space in the Practice and protect the Documents from data thieves, break-ins or loss of hard copy Documents due to a fire.
Web App:
Shortcut: N/A
Roadmap: N/A
User Manual Link: N/A
Desktop App:
Shortcut: N/A
Roadmap: Mod Creditors > S Creditors > MB Lists > SM Creditors > S Creditors Input > B Documents.