The Document Management System (DMS), integrated with the CRM, allows you to:

• catalog documents by assigning each one a unique identifier for easy retrieval and consultation.

• create logical associations among documents. It is possible to link a document to several items and vice versa (e.g “clients, providers”, “credit requests, credit procedures”).

• define time related events: trigger document association actions.

• define processes/work flows: create doc flows, define authorization or information processes.

• document viewing and handling as per “Permission Policies” by managing users and their privileges.

• Full integration with all CRM functionalities and other enterprise information system applications. Easy access to document gathering, data delivery, credit requests, and credit procedures.

The importance of a Document Management System:

1. Reduces costs

2. Improves document organization

3. Boosts efficiency

4. Reduces delay and loss of vital documents

5. Tracks events and decisions

6. Dramatically improves data management security