Document Management

Documents are stored using Amazon AWS S3. Visit Amazon's S3 website for more information about S3's features including security and redundancy.

Document Management Features

• Documents, images, and other files are attached to individual case, customer, membership, and property records.
• Native Windows and Mac apps to scan and upload documents into property, case, membership, and transaction records.
• Control access security for individual documents.
• Create electronic delivery packages.
• Designate shared documents to include in electronic delivery packages.
• Share documents between groups of users.
• Automatically keeps all reports, letters, and forms generated by the system for a configurable amount of time.