ProspectSoft Document Recipient Manager

If your business works on projects and deals with several different related companies then the ProspectSoft Document Recipient Manager and Related Notes module can help you to save time by preventing the need for data to be rekeyed as well as keeping your users better informed.

The Document Recipient Manager allows for documents to be sent from the record being worked on to any related contract through a simple user interface. The Related Notes function allows for any notes listed against a record to be duplicated against any related records so that they are visible wherever required.

This module is suitable for any business on work on a project basis, suppliers to companies who tender for large construction or government projects as well as contractors and safety inspectors.

Key Features of Document Recipient Manager and Related Notes:

• Documents are automatically stored against the record under which they were created and a reference to the alternative contact chosen will be visible on the related tab

• A document extra tab stores information about who a document has been sent to

• The application will search for all relationships in a document’s parent hierarchy

Benefits

• Write a report for an individual at one customer and send it to someone in a different organisation, and establish a link between the two.

• Simplifying the sending of important documents to all contacts involved in a project