Digital Document Storage
From deal jackets to ROs to invoices, you deal with a lot of paper. It’s everywhere – the cage above the parts department, the storage container out back, the building across the parking lot, and certainly the full filing cabinets in the office. Fulfilling the requirements of an audit took weeks last time. It’s time to reduce the burden of paper storage with digital document storage.
What if you could...
- Quickly and easily view documents on your computer instead of searching for hard copies?
- Store all deal documents together for easy access?
- Cut down the time it takes to investigate errors with ROs and invoices?
- Maintain compliance and ensure all documents are signed and stored properly?
- Take the stress out of audits with immediate access to archived documents?
- Reduce risk of misused, damaged, or stolen files with secure access to documents?
Here’s How
The docuPAD® System
With the average deal producing 39 feet of paper per copy, your dealership is overflowing with deal jackets. They are almost never in the right place when you need them, and if they are, something is missing. The docuPAD system transforms the F&I process from paper-intensive to digital through the use of a digital menu presentation, electronic forms signing, and eContracting.
- Sign and store deal documents electronically from the beginning.
- Provide customers digital copies of contracts.
- Ensure all documents are signed, completed, and stored in an electronic deal jacket so they’re kept together and easy to find.
- Reduce time and cost of managing paper with digital copies.
- Enjoy a clean and matching deal from F&I to accounting.
- Scan in any required wet ink documents to be stored in the electronic deal jacket with the rest of the deal.
Integrated Document Management
Between invoices, ROs, deal jackets, and other essential documents, how long does it take you to file paper? How long does it take you to find those documents when a customer requests a copy or an audit comes around? And how frustrating is it when they aren’t in the right place? Integrated Document Management helps you securely collect, store, and retrieve documents digitally.
- Automatically save documents, like ROs, invoices, and reports directly into Integrated Document Management within ERA-IGNITE.
- Reduce costs on paper, toner, redundant copies, and paper storage.
- Reduce risk of misused, damaged, or stolen files which can cost $220 on average to replace.
- Instantly print, export, or email documents right from your workstation.
- Quickly find documents you’re looking for with an easy search function.
eApproval
Advisors’ workstations have paper everywhere. You need it so you can track customer approval on recommended work. It reminds you what needs approved, and it gives you something for the customer to sign indicating their approval. But all that paper gets lost in the busyness of the day and eventually ends up hidden away in a Bankers Box.
- Speed up approval times by sending recommended work directly to your customer’s phone.
- Help customers understand the recommendations and see the value by attaching real photos and videos of their vehicle taken during the multipoint inspection.
- Record approved and declined work in the DMS automatically for easy follow-up.
What can you experience:
“Through Integrated Document Management and docuPAD, we were able to keep all of our documents in one central, electronic folder so that we have less errors.”
Watch the Video
“Integrated Document Management is a huge time-saver. It cuts down on the frustrations of filing and you don’t have to worry about losing or misfiling documents. It is well worth it.”
