Our Solutions / Document Management
Every Document, Attached to the Right Record
Store contracts, warranty documents, and compliance paperwork directly against the customer, vehicle, or deal they belong to — searchable in seconds.
Benefits
Why Dealerships Choose Document Management
Purpose-built to fit directly into your existing dealership workflow.
Centralized Storage
All documents live in one searchable system.
Instant Retrieval
Find any document in seconds, not folders of paperwork.
Access Control
Sensitive documents are visible only to authorized roles.
Features
What Document Management Includes
A closer look at what is included with this solution.
Linked Document Storage
Attach documents directly to customers, vehicles, or deals.
- Record-linked file storage
- Bulk upload support
Fast Search & Retrieval
Find any document instantly by customer, vehicle, or date.
- Full-text search
- Filter by record type
Role-Based Access
Control exactly who can view or download sensitive files.
- Granular access rules
- Download audit log
Version History
Every document keeps a full history of changes and previous versions.
- Automatic version tracking
- Previous-version recovery
Bulk Upload & Tagging
Upload and tag large batches of documents at once during onboarding.
- Bulk document upload
- Custom tagging & categories
Expiry & Renewal Alerts
Get notified automatically before certificates or contracts expire.
- Automatic expiry reminders
- Renewal tracking
Attach documents directly to customers, vehicles, or deals.
Find any document instantly by customer, vehicle, or date.
Control exactly who can view or download sensitive files.
Every document keeps a full history of changes and previous versions.
Upload and tag large batches of documents at once during onboarding.
Get notified automatically before certificates or contracts expire.
FAQ
Frequently Asked Questions
Find quick answers to the most common questions about this solution.
Case Studies
