The Document Management System, or ‘In Tray’ as its called in RPM is a document management module which streamlines the paper flow throughout an office and allows the electronic filing of Documents and Invoices.
By scanning documents into specific network directories, users can view all of their incoming documents in one place and link to various RPM record types with a few simple clicks. This includes saving documents to client and development accounts as well as raising PL invoices directly from the inbound invoice that was scanned in.
Users can also link emails direct from their Outlook mailbox into the In Tray.
more info. screenshots.
Management Information Screen
Managing Users In Tray directories based on SLA's
Post invoices from Outlook direct into RPM without the need for any printing or scanning
View scanned invoices at the touch of a button
Assign documents to other users