Imagine having all the documents you need right at your fingertips within one system. The Document Management system ensures that every document needed for your daily tasks is easily accessible at any time.
When to use it
When you are communicating with a client
Clients rely on their business partners to be transparent with them at all times, it builds the trust they desire when doing a financial transaction. To build on this relationship, a document providing proof of a deal or any other business conversation increases the faith of the client in the business.
That's where the Document Management system comes in, ensuring documents are readily accessible whenever needed, whether it's a legal document or a business correspondence. Everything you require is conveniently available on the dealership platform.
When you’re about to seal the auction deal
Once the hammer drops and the payment for a vehicle is made, there's a pressing need to finalise the deal swiftly to mitigate the risk of buyers changing their minds. In such instances, it's imperative to complete and sign the required documents as quickly as possible. And what's the most efficient way to handle document transactions? Through the Document Management system, where you can easily download or upload any necessary documents without delay.
When two parties have resolved their battle
Occasionally, issues arise during the deal process, leaving someone dissatisfied. Whether it's discrepancies with the vehicle, complications with fund transfers, documents, or ownership, disputes can erupt. However, through conversation and negotiation, agreements are reached, and situations are resolved. This is precisely when documents like the resolution letter, amongst others stored in the system, prove invaluable.
Where to find it
- Click on ‘Options’
- Select ‘My Account’
- Click on ‘Manage My Dealership’
- Click on ‘Documents'
How to use it
Safekeeping of dealership documents
Printed documents are susceptible to loss or damage, whereas storing documentation digitally, although not without risks, offers greater benefits. Each system user has a unique password safeguarding their account and associated documents. Therefore, storing documents directly on the platform provides peace of mind, knowing they're secure from harm.
Access information at the click of a button
It's crucial to access your information quickly before your client's change their mind. Each required document is securely stored within its designated sub-folder on the platform, simplifying your search process. With just a few simple clicks, you can effortlessly download the necessary document for your immediate use.
