Professional Edition Features

Collaboration and document versioning

DocumentVision features Document Versioning which allows you to create and manage multiple versions of the same document. Every time you check out, modify and then check in a document, DocumentVision will retain a copy of the older version and add the new modified document as a new version. A team of people may work on documents, and DocumentVision will ensure that only one person is revising at a time. All revision history will be available as well as the latest version. If necessary, you may revert back to an older version of the document too.

Protect sensitive documents

With DocumentVision you can set up secure access by user to files in DocumentVision. With the DocumentVision Security application you may set up users and assign the users to groups. Groups will define access to companies and features within DocumentVision. You may specify exceptions to the group rules for a particular user.

Workflow and status reporting

Workflow enables you to follow-up on documents that require further action, and follow the progress of the documents through the various status changes that occur. Be it a response to an RFI (request for information), the approval of a contract, or the approval of a draft document by several co-workers for publication.

myDV Calendar

The calendar feature in DocumentVision Professional Edition will remind you of calls you need to make, when to follow up on RFIs, and more. It is an easy-to-use tool for keeping up with tasks, appointments and deadlines.

Secure document storage with DocumentVision

Having your files stored electronically allows you to make backups of your important business data to take off site for added protection in case of disaster. Having all your important documents securely stored means no more lost documents, no more time spent searching for an important piece of paper.

Create and track RFIs, Submittals, Change Order Requests and more

With the Forms Generator you can design, print, and email documents such as RFIs, Submittals, Change Order Requests, while adding the completed documents to DocumentVision automatically. It will use your QuickBooks® jobs, customers, and/or vendors to fill in needed data as required.

Professional Edition features include:

• Track a document through every phase of its life cycle, while adding workflow notes & more.
• Store all files in a central location − in an SQL Database.
• Improve security by maintaining offsite backups of important business documents.
• Robust security provides protection for sensitive documents, audit reporting, and the ability to control access to advanced features.
• Store and organize all documents, either paper or computer, related to Jobs, customers, vendors and other business in a central location.
• Experience fast, easy retrieval of documents by whoever needs them when they need them.
• The Scan Wizard makes it easy to scan paper documents, while computer documents or files can be added to DocumentVision by dragging and dropping.
• All documents for a job are stored and organized by type for easy browsing and viewing.
• Conveniently search and view documents from within QuickBooks®. Great for viewing vendor invoices when processing payables.
• Integrated with QuickBooks®, so all your customer, vendor, job and company information is available for organizing documents.
• Versioning allows you to revise documents, while keeping a full version history along the way.
• Scan or drag and drop any type of file into the electronic file cabinet. − Contracts, PDFs, reports, CAD drawings, emails, job site photos, spreadsheets, etc.
• Instantly retrieve any type of file, based on file attributes YOU set. − Search, sort, & categorize by Job, Vendor, Customer, Keyword, Date, Status, etc.
  
  

Standard Edition Features