Document management is a critical aspect of modern business, it involves the creation, storage, and retrieval of important information in a secure and efficient manner. However, the increasing volume of documents generated by organisations presents several challenges, integrating existing paper into digital flows, limited storage space, security risks, and the difficulty in locating relevant information in a timely manner. To overcome these challenges and improve document management processes, many organisations have turned to digitisation – the process of converting physical documents into digital format.
Tjekvik’s document storage integration is a powerful tool that allows dealers to automatically upload and organise their important documents in a digitalstorage system such as MotorDocs, Document Hotel or a generic SFTP. This can greatly improve efficiency and reduce the risk of lost or misplaced documents.
One of the key features of this integration is the ability to choose which Tjekvik documents are uploaded. This can include documents such as home check-in reports, kiosk/tablet check-in reports, and check-out reports. By selecting which documents to upload, businesses can ensure that they are only storing the most relevant and important information in their digital storage system.
Another useful feature of this integration is the automatic inclusion of relevant metadata with each uploaded document. This includes information such as the work order number, work order date, customer ID, and VIN number. This metadata can make it much easier to search and organise the documents, as well as to track the progress of various work orders.
In addition to the automated upload of documents, this integration also includes the option to configure a backup system via email. This can provide an additional layer of protection for important documents, ensuring that they are always accessible even in the event of an unexpected outage or other issue with the digital storage system.
Overall, document storage integration is a valuable tool for any dealership that needs to digitally store and manage large amounts of important documents. With features such as the ability to choose which documents to upload, automatic metadata inclusion, and email backup, it provides a convenient and reliable way to keep all of a dealer’s important information organised and easily accessible. This integration can bring the aftersales departments a step closer to becoming paperless and reducing their environmental impact.
In conclusion, the challenges of document management can be daunting, but digitisation offers a solution to overcome these challenges. Tjekvik’s Document storage integration provides a powerful tool that allows businesses to digitise their important documents and store them in a secure digital storage system.