Build industry credibility with a strategic document management system
Access
Cut out unnecessary work by automating document access preferences, giving members immediate access to their files.
Security
Keep association-wide documents in a single, secure place where everyone who needs them has the correct access.
Self-Service
Let members download and view their documents in the portal, cutting down the time staff spends on customer support.
Build industry credibility with a strategic document management system.
Entitlements
Use entitlements to specify who can access certain documents, and when they can access those documents. Auto-assign access with a purchase, set expiration dates, and more.
- Configurable Document Access Process
- Automated Access
- Assign Entitlements
- File Expiration Dates
- Automate Routine Tasks
- Manually Grant File Access
File Cabinets, Folders, and Files
Keep documents secure and organized with file cabinets, folders, and files. A standard storage system ensures everyone can find what they’re looking for, without all the hassle.
- Organize with File Cabinets and Folders
- Security
- Event-Specific Filing
- Track Documents By Occasion
Feature Highlight
Digital Library in the Member Portal
The Digital Library in the portal helps members track all of the documents they have access to in a single place.
- See and Manage Documents
- User-Friendly Interface
- Seamless Document Access
- Reduce Staff Workload
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