Cloud Document Management

Cloud Document Management - Keeping clients informed.

Cloud Document Management – Template Library

SaasCase’s central document and email template library means you can ensure all users have access to the latest up-to-date document styles.

Cloud document management reduces situations where team members have the ability to use out of date document templates.

Cloud Document Management Document Templates

Cloud Document Management Document Templates

Store Documents Against Contacts

Store birth certificates, drivers licenses, medical documentation as well as other personal information against individual contact records rather than just against cases.

Allow clients to update their own documents using Client Connect, SaasCase’s client communication portal.

Cloud Document Management Contact Documents

Cloud Document Management Contact Documents

No limit on the number of documents you can upload, no limit on the size of the documents you can upload, flexible storage quotas are applied on a per user basis but all account storage can be shared with all SaasCase users, please check your plan quotas for details – removing any barriers to your business workflow.

Store Documents Against Cases

Case management is the backbone of any modern business, with SaasCase’s cloud document management capabilities you have the freedom to upload any type of document against a client’s case.

Clients can login and review documents against their cases using Client Connect.

Again, there are no limits on the number, type or size of documents you can upload against cases, each user has a healthy storage quota to allow for such uploads – allowing flexibility to keep your business running smoothly.

Cloud Document Management Case Documents

Cloud Document Management Case Documents

Full Document Versioning

Keep a full history of document edits and changes, SaasCase’s cloud document management capabilities mean that every version of a document is stored and captured.

This adds to the full audit capabilities corporate customers demand from modern businesses.

Cloud Document Management Version History

Cloud Document Management Version History

Invoice and Email Templates

Create unlimited template invoices to streamline your business processes, give important customers or corporate customers customized invoices that tailor fit their requirements.

Cloud Document Management Invoice Templates

Cloud Document Management Invoice Templates

As well as standard document templates, SaasCase’s cloud document management functionality also allows you to store email templates styles. This gives administrative users full control over outgoing email content.

Cloud Document Management Email Templates

Cloud Document Management Email Templates