Document Management

Document Management

  • Integrated Document Depository
  • Document Type customisable classifications
  • User defined links to Entities and Transactions
  • Document Imports
  • Dashboard Items to assist with Document Management
  • Links to specific Rules, Requirements, Bank Details, Settlements, Allocation, Valuations and Tasks
  • Controls to published documents to Web Users
  • Document upload capabilities via ManTra Web
  • Visibility controls for Valuation documents published to Web Users