The Sky Software system allows unlimited document storage. Documents work the same as sticky notes. One can store a document against any record anywhere at any time. Documents can be uploaded or can be emailed and stored in the documents folder.
Sky Software offers a robust document storage system designed to manage a vast amount of files efficiently. You can store an unlimited number of documents across various modules within the system, and all documents can be accessed centrally from the master client file or within the file type. Documents are organized using groups and subgroups for easier navigation, such as sorting by type (e.g., Tax, Secretarial, or Debtors).
When documents are uploaded or emailed, they are automatically saved to the appropriate section, including those that require digital signatures. The system provides advanced filtering options to help you quickly find specific documents. You can filter by client name, document type, date, and even the status of the digital signature. In order to see how you can have access to all document types see Document Storage
The Sky Software also integrates with digital signature tools, allowing you to monitor and update the signature status directly within the document management interface. You can open, view, or modify documents with just a few clicks, and even attach notes or change the viewing mode to see more detailed information about each document.
