Document Template and File Storage Features
Documents and other related files can be stored using the DiGi-Securetrak online case tracking system.
Files are stored on the system within the details of each lead and are easily accessible to all users of
the system. This enhances the ability of your staff to deal with any enquiries both from customers and
from organisations, it also helps with any auditing procedures as all the information is in one place.
The powerful Document features on the DiGi-SecureTrak site
allow for the creation of various types of document in PDF
format.
With the Document system you can...
- Creation of new templates and the modification of existing templates.
- Automatic addition of information to the created document, including
information such as Lead Name, Lead Address, Maximum Loan Amount,
Who Performed the Valuation etc.
- Store documents created from templates within the Lead Detail, allowing
easy access to any existing documents as well as the facility to edit the
stored docuements from templates.
- Convert notes about a specific lead into a PDF document and download them.
