As you can see, the uncomplicated format makes adding files a cinch. You may add either a single file or multiple files. Maybe you have a group of job site photos, you can add them all at the same time. For each file or group of files you will select a job, a customer or a vendor, or any combination of those. Your QuickBooks® companies, customers, vendor and vendors will be available for you to select. You will also enter or select the type of document, for example a permit, subcontract, job site photo, etc. You may include a status, keywords for searching, and more.
The Professional version allow you to specify a protection level to ensure only authorized users access confidential files that you want to store. The DocumentVision security application allows you to specify various levels of security for users in your office. Those without access to a level will not be aware of the protected documents existence, or have any access to them.
Files can be added via drag and drop or browsing to locate the file. Different levels of security are a necessary feature in all document management systems. DocumentVision lets you set multiple levels of security by job function or individual.