Document Management Overview

If you are using the Vision Document Management application, you can store, share, and collaborate on a set of documents for every client, contact, lead, marketing campaign, and opportunity record in your Info Center. You can link a single document to either one record, or to multiple records in multiple Info Centers.

Document Management provides:

• Web-based access to all documents.
• The ability to link documents to specific Info Center records.
• The ability to organize documents into sites, libraries, and folders.
• The ability to store photos, graphics, and other digital assets.
• Check-in and check-out capabilities so that multiple users don't attempt to update the same document at the same time.
• Document changes that are tracked and assigned different version numbers for auditing and rollback purposes (if versioning is enabled for the library).
• Cross-document text searches for various document formats, including Word, PDF, and Excel.
• Security settings to control document access and editing.
• The ability to share documents with clients, partners, and suppliers, by creating outward-facing portals.

Security

Document Management ensures that documents are accessible only by the appropriate people. You control each employee role's access to your firm's document libraries, and define the document editing and management tasks that each role can perform.