Digital Document Storage for Auto Dealers
Digital document storage keeps purchase contracts, loan papers, insurance certificates and warranty documents against the customer and the deal. Executives, the finance desk and accounts open them from the record.
Papers go on the record they belong to
A document is uploaded against the customer and the deal, not into a folder named after a month. An executive who needs the insurance copy opens the buyer’s record and finds it. Storage works when filing happens where the paper is signed.
What a dealership stores
Found without walking anywhere
- By customer name, when a buyer rings
- By policy number, when the insurer asks
- By deal, when the finance desk chases a missing paper
- By vehicle, when the workshop needs the warranty
Somebody still has to scan it
A contract photographed on an executive’s phone and uploaded goes straight onto the deal. Left in a tray, it stays in the tray. Originals remain the dealership’s responsibility. This holds copies for working with, not a legal archive.
Frequently asked questions
Can an executive upload from a phone?
Yes. A photograph of the signed paper goes straight onto the deal, which is easier than planning a scan for later.
Who can open a customer’s documents?
Only the roles you allow. That is usually the finance desk, accounts and the GM, while an executive normally sees the papers on their own deals.
Can we find a paper years later?
Yes, by customer name, policy number or vehicle. Documents stay on the record after delivery.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements