MoversSuite Document Management is an automated storage and retrieval system that handles all move-related documents, such as BOL, invoices, estimates, emails, images spreadsheets, etc., and shares them between all MoversSuite users.
Document Management accepts a wide range of file types, stores these files, and allows the user to manage them through the Document Management Viewer, which is a stand-alone viewer that runs in union with the MoversSuite application.
Figure 1: Document Management Viewer
A company can configure Document Management to integrate with TransDocs, allowing the exchange of files between UniGroup orders booked in MoversSuite and the TransDoc system.
Key integrations with the Document Management system include Forms Designer, MoversSuite Email Service, and the Recurring Billing and Storage. Email messages sent through a MoversSuite Email or when a billing run generates (both invoices and cash receipts for Recurring Payments) are captured within the Document Management Viewer. Additionally, documents generated based on Forms Designer templates also appear automatically captured by the Document Management system.
Features:
•Provides the ability to attach a variety of documents to an order that will be visible to all MoversSuite users
•The Document Management Viewer is a stand-alone application that can be used alongside MoversSuite allowing a user to work on an order while viewing related documents pertaining to the order
•The viewer dynamically switches between orders to display the documents associated to the order being viewed in MoversSuite
•Documents can be easily added, printed, and emailed from a single viewer and documents generated through Forms Designer, Recurring Billing and Storage and the MoversSuite Email Service appear automatically within the Document Management Viewer
•Integrates with the TransDocs system to provide a manual or automatic file transfer of UniGroup documents
•Integrates with Forms Designer to display any Custom Work Tickets that were saved through the Letter Designer window.
•Multiple documents can be added, selected, viewed or emailed at the same time
•Document properties, such as the document description and type, are easily updated
•Notes can be linked to a document to further define its usage and/or content to others
•A variety of file types can be accessed and viewed through the Document Management Viewer
•Customizable groups and sorting functions allow users to easily identify/locate documents
•Security features prohibit documents from accidently being overwritten
•Invoices generated in MoversSuite are automatically archived as PDF or TIFF files
•Document API and Invoices API services have methods allowing access to documents through HTTPS
RELATED TOPICS:
Find Orders to Archive or Purge Documents
Add Active Database for Archiving
Document Storage Management Setup