How a document moves through Document Vault
The product name on screen is Document Vault. The job it does is document management: keep the file, record when it arrives or leaves, and show who may see it.
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Store the file or create the agreement
Store Documents holds the record. Create Agreement starts from a template instead of a blank file.
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Register inward and outward movement
Inward Documents is the incoming register. Outward Documents is the outgoing register. Each one tracks status so a paper file is not only a folder name.
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Share, version, search, and approve
Sharing, version history, search, categories, and approval steps keep later edits from overwriting the copy a client already received.
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Track DSC records and fixed assets
DSC Tracker follows certificate validity, expiry, and renewal. The fixed asset register records assets with their valuation and documents. Client papers that belong to a job can sit beside project management and the client record in CRM.