Any busy office that’s tried to make better use of time uses document templates for various processes and client communication. And you’re probably the same.
A challenge that can arise is when multiple staff are using the same set of documents and changes need to be made. There can be a tendency to forget to use the new document, or it’s forgotten where the new one’s are stored – the list goes on… we’ve seen it all! So we ask you – do you have document version control effectively implemented in your workplace? Is it a guaranteed process or simply handled by an email broadcast to all staff?
We found an opportunity to address this issue while adding the extra convenience of embedding it within the iDashboard real estate and contacts management software. Dubbed the Document Library, it’s a unified location for your office to store important, day to day document templates that can be updated and managed accordingly.
It’s so much more than just that though… having an integral document library in iDashboard means you can place relevant documents to use within a Contact or within a Property. When you select the document from either location – the dates, contact, agent and/or property information is automatically inserted into the document – ready for you to print out or email… without typing a thing! We include an editor so you can tailor a document exactly to your needs, but we keep the tedious data entry to a minimum.
Here’s a quick run down of the features and benefits:
- Upload and edit office documents
- Create prospecting letters, post sale letters, appraisal follow up letters and more.
- Select documents from within a Contact
- Select documents from within a Property
- Automatically fill the document with contacts agent details, property listing details and more.
- Standardise on documents in the workplace.
- Save time on labourious document editing.
- Reduce errors or use of incorrect documents
The Document Library is yet another service that you can subscribe to available within iDashboard – please give us a call on (03) 9328 5455 if you’d like us to show you a demo!