Document Manager Overview

This article offers a high-level overview of how Document Manager can enhance your document management process. It introduces the three main sections: Library, Dashboard, and Report Warehouse. 

Document Manager not only stores copies of every dynamic form and note created when tasks are completed but also allows for uploading various documents such as contracts, insurance certifications, and employee training certifications. Additionally, it helps you track document expirations to ensure everything is always up-to-date. 

Explore how Document Manager can streamline your document management and keep your records organized and accessible.