Common Features

202.2.4.5 Do.Ma. (Document Management)

The Do.Ma. application is an intuitive form that allows account executive to attach stored files or scanned documents to the current proposal. Files attached to a proposal using the Do.Ma. application will be available for the supervisor once the proposal is sent to be evaluated. Attaching a digital file is easy as making one click:
(*) Attached files can be retrieved from a local/network directory or from an scanner.
Due to the Do.Ma. module, it is possible to save the proposal scheduling as a digital file (e.g. pdf) and attach it to the proposal or send it to the customer.
 
NB: For detailed information on Etere Do.Ma., please refer to the proper Etere Document Management chapter.