What it provides
Unify’s document store provides cloud-based document or file sharing from within a common application, with a single sign on and easy to navigate interface.
What are the benefits?
Client document sharing
Allows sharing of documents with your clients for common elements such as compliance forms or templated information
Documents and Reports pushed to clients
Reports or other outputs can be 'pushed' directly to clients without having to rely on emails as a storage medium
Central store for agreements
Allows client agreements, supply contracts or other documents to be stored in a central location, accessible by anyone with authorisation
Internal document sharing
Documents can be shared internally without needing your own cloud infrastructure
Document Categories and tags
Documents can be stored in categories along with tags that allow for quick reference and searching
A full audit trail is provided detailing when documents were uploaded, amended or deleted