Document management is a very efficient feature of LeanPoint. It ensures that all documents such as offers, order confirmations, drawings, employment, etc. can be attached to the relevant customer, employee or case. In fact, documents can be attached to most modules in the solution. The electronic handling of documents means that all the documents are stored in the right place and can be searched quickly.
For use in documentation, work instructions and the like, pictures and sound recordings of a case can also be attached. If employees use the LeanPoint Time Tracking App, they can use the phone’s camera and microphone to upload audio and images directly from the App to the case. This means that the documentation is in the system immediately and can be processed from there.