Supporting Documents

All of our modules provide the ability to attach files as supporting documentation. This eliminates the need for shared drives, remote access, and folder permissions.

Documents are attached, uploaded to a central repository, and become version-controlled. Multiple documents, of any type may be attached and uploaded. Documents may include spreadsheets, Microsoft Word documents, PDFs, images or extracts.

Anyone with authorization to view a reconciliation, task, journal, etc. can also view the supporting documents that are attached to it. Users may save a copy to their local drive, but they cannot modify the system’s official document of record. The only person authorized to change or replace a document is the person that originally added that document and only up until the point of electronic certification. Certification renders the entire record to be read-only and all attached supporting documents are locked in their current version.