Document Management

The Document Management module makes it possible for you to share information by providing a Web-based document collaboration platform for all team members.

With Document Management, team members can store, share, and collaborate on a set of documents for every project, employee, client, or other key record.

See the Document Management section of the help for complete information about enabling, setting up, and using Document Management.

See the Vision Document Management Installation Guide, available for download from the Customer Care Connect site, for additional details.