Builds a central database of all documents
Provides quick access to all documents that can be linked to any number of records, mirroring a paper based filing system.
A transparent document trail is provided to facilitate reporting.
Upload documents direct from email
Save a significant amount of time by uploading documents straight from your email and use a plug in with an easy search facility.
A central repository for all essential documents - locate them with ease
By using MRI’s document generation and management functionality, users can gain access to a list of documents that have been linked to an item and they can be viewed at any time. This includes instant access to contractual documents relating to jobs and units on hire. It enables quick, informed decision-making along with improved customer communication and a transparent document trail is provided to facilitate reporting.
Documents can be opened directly or further information can be viewed, such as the date it was attached, the unit, contract or booking it was attached to, the document type and the author. Historical quotes, contracts, orders, invoices, repair estimates, sales orders, etc can be viewed in their original form for verification. The module has a well organised file structure for easy information retrieval.