Document Management
The XO Software allows you to store electronic copies of certain documents associated
with each customer. These documents include:
- Membership agreement
- Customers identification documents
- Personal guarantee
- Logo of the members company
- Brochure / Advertisement of the members company
- Personal signature for each active swipe card
An unlimited number of versions of each document can be stored and all historic
versions can be accessed by the administrator, thereby reducing the risk of over-writing
important documents and internal document fraud.
Save time and money through online document storage and version control.
- Online storage = less physical storage space required
- Documents can be instantly retrieved = save time and improve customer satisfaction
- Multiple versions of documents ensure that no previous versions are lost = increased
security
- Automate change request, view and approval processes = save time
- Audit all document events
- Control document versions and prevent multiple authors from overwriting each other's
work using Document Management's check-out and check-in functions. When a user checks
out a document, it can be viewed, but not modified, by other users. Users can access
the complete version history of a document and view the content of previous versions.
- Generate document usage reports
As well as buying and selling online your members can upload their logo and company
brochure for other members to download at any time.
Above: Screenshot of part of the member-interface where they can upload documents.
Above: Screenshot of the administrators view for uploading documents for a specific
member.
Above: Adding a specific file
Above: Screenshot showing swipe-cards issued to the members business