Document Vault

General Information

The Document Vault solution is a system-wide feature in Adjutant that is integrated with many of the key application modules. The Document Vault enables users to store and track all external documents from multiple sources and keep them tied to a specific record. This allows for frictionless research on the history of a specific customer, vendor, project, or even a single invoice. Documents may be cross-linked to several records, such as customers and project records, making it even easier to find all of the relevant history, no matter where you start from. This functionality also means that when you are looking at a specific Organization, you can see every saved PDF, picture, scanned document, etc. for that Organization, whether it is related to a specific invoice, a specific contact with that Organization, or an internal note on a project tied to that Organization.

The Document Vault solution is integrated with Adjutant modules and records that can have a long life span and maintaining a record of activities is vital. The Vault application is also integrated with records where communication is critical. Document Vault offers a way to keep track of both, giving users powerful research and liability-control tools. Some of the key application areas that offer Notes integration are listed below:

• Organizations (Customers, Vendors, Prospects, etc.)
• Contacts
• Projects
• Inventory Items
• Fixed Assets
• Accounts Receivable Invoices (including advanced Collection Notes features)
• Accounts Payable Invoices
• Work Orders/Service Orders
• Shipping Event Records
• Sales Opportunities and Campaigns