Document Manager

DMS SOLUTIONS

Full indexing of
Documents by Module & Function

The Document Manager module integrates across the solution to provide for full document storage and a complete picture of work. Dealerships can become truly paperless, not lose any documents and store relevant materials in perpetuity. This module closes the loop for full paperless cloud based dealer management.

The powerful Document Manager integrates with accounting, inventory, deals, parts and service to store all relevant external documents in one location. Each document is attached at the appropriate level for quick locating. Store Manufacturer invoices, signed buyers orders, retail credit card receipts and much more.

Store Executed Documents for deals with the deal details, add manufacturer invoices to the unit inventory screens & attach vendor invoices to billing documents.

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KEY FEATURES

Electronic Filing for Anytime Access.

The powerful Document Manager tool integrates with accounting, inventory, deals, parts and service to store all relevant external documents in one location.

01.

Full indexing of documents by module and function.

02.

Easy to use scan and upload tool.

03.

Detailed folder storage and search options by module.

04.

Store Manufacturer invoices, signed buyers orders, retail credit card receipts and much more.

05.

Access to specific files set by user permissions on the employee level.

06.

True Paperless efficiency creating streamlined processes throughout each department.

testimonials

Dealers testimonials

Cirrus is the only fully integrated DMS in the Manufactured Housing industry. We have used multiple programs over the years and spent a fortune trying to find the right system for our industry, but Cirrus is the only program that does it all..

Shane Upshaw

Sales Manager

I wanted one system that would save my team time not having to enter the same information over and over in multiple programs, as well as avoiding mistakes. Patrick , Laura, and their team have been very responsive to the issues that come up working in a new system, as well as adding features for our specific needs running MH dealerships..

Emma Smith