Attach Documents, Images, and Other Files, to RollMaster Records
E-Docs is multi-faceted—in short, it allows you to attach electronic files to various places in RollMaster.
For example, the # 1 use for a property management, retail or contract dealer is to attach a diagram to the template and then print it out with the work order with just a couple of extra clicks.
Below is a list of places you can attach files and the typical documents that dealers attach. No one attaches everything listed below, but various businesses do use E-Docs for each of the various functions listed below.
You can attach any file type, (i.e. Word, Excel, JPEG, PDF, etc.). If it is a hard copy or hand written, you simply scan it; if the document or item it is already in a digital format, you simply attach it where appropriate.
RollMaster has permission-based “user controls” that restrict access to employees whom management designates. This can control access and prevent unauthorized people from deleting or viewing confidential items.
These images/documents can be:
1. Tied to Customer ID
2. Tied to AP
3. Tied to Templates
4. Tied to Work Order
email firstname.lastname@example.org to setup a free demonstration