3.4 Documents

This feature of TDS CRM takes care of your documents from creation to archiving. It has following useful features.

 

  • Users can either upload a scanned copy of the document or create a new document from scratch.
  • It provides an easy way to create documents with document template.
  • It provides greater control over the integrity and confidentiality of your documents.
  • It is password protected due to which only authorize personnel can access the document.
  • It allows users to add, edit, download and delete the documents.
  • It enables users to retrieve any document with the help of indexed search.