Jobstream 8: Document Management

Summary

Document Management icon A powerful document registry and tracking tool that helps ensure safe custody for large volumes of valuable client documentation, assets and scanned images.

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Feature list

  • Attach document records to any client or contact
  • Record an author, administrator and matter reference for each document
  • Link each document record to a scanned image or electronic copy
  • Transferral and loaning of documents between in-house depositories and third parties including a full transaction history
  • Integration with the Compliance module for referencing of identity and address verification documents
  • Reports - documents held in a given location, documents held by a particular entity, etc.

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