The Document Manager Module provides the capability of holding an inbuilt ‘house file’ document management system with SDM System and can be used across various diary systems within SDM Housing Software Modules.
Key Information
Diary Systems
- Diary Category Code User Defined Document Storage Location Folder Configuration
- Diary Action Code – Default Diary Text capability for sending letters via email
Tenant Details
- Paper Free Flag
- Capture of Tenant Email Address
- Document Manager View
- Document Storage Location View
- Storage of Tenant Related Scanned Files
Property Details
- Document Manager View
- Storage of Property Related Scanned Files
- Storage of Property Tenant Related Scanned Files
Applicant Details
- Document Manager View
- Storage of Applicant Related Scanned Files
Complaint Details
- Scanned documentation relating to complaints held within Document Manager
Repairs Works Orders
- Scanned documentation relating to Repairs Works Orders
Purchase Ledger
- Scanned documentation relating to Invoices, Suppliers etc
Main Features
- Links to Standard Letters via word and diary system
- Letters stored as attachments and filed in pre-defined document storage location folders
- Scanned files auto filed against diary entries
- Documents stored as either Tenant Related, Property Related or property Tenant Related
- Documents stay with tenant on tenancy termination if tenant related
- Documents stay with property if property related irrespective of which tenant is linked to the property
- Paper Free Capability linked to standard letters mail merge facility
- Letters can be stored as Word or PDF’s when attached to diary and filed in the document storage location folder
- Sent on behalf of email address capability so that staff can link into email responses from tenants.
Integration
The SDM Document Manager links to various diary systems in each of the SDM Modules. It also links to the SDM My Home Web Portal. Tenants can log into the web portal and view letters that have been saved to the different document storage location folders as filed through the main SDM Housing System.