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1. allow the creator of an account to edit or delete documents uploaded to Document Management to ensure credit card information can be deleted

   Sometimes paper work that is uploaded to Document Management might end up being paper work for another Customer that was uploaded by mistake or credit card information is uploaded by mistake, there should be an option for person creating account to edit or delete those documents and re-do it again.

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   2 comments  ·  Document Management  ·  Delete…  ·  Admin →
   completed  ·  AdminJoe Eckert (Director, Product, MoversSuite) responded

   You can now delete documents from DocMgmt and it will keep a history.

2. Make a task due date generate off the day a particular document type is attached to DMV

   (i.e.-signed BOL etc is attached=task: Scan to AVL or Rated BOL scanned is attached=task: Invoice)

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   0 comments  ·  Document Management  ·  Delete…  ·  Admin →
   completed  ·  AdminAlex Ruppe (Project Manager, MoversSuite) responded

   A Task Dependency Date type of “Document Received” can be specified in Tasks Setup as of Version 2020 R06.