Document Management

Administrative document management allows users to centralize, organize and manage information related to vehicle administrative documents. This functionality makes it easy to add, modify, delete and consult data, ensuring accurate and up-to-date management.

Adding an Administrative Document

Go to sectionAdministrative Documentsin the system.

Click onAdd a Document.

Complete the required fields:

• vehicle, Document Type, Number, Start Date, AndEnd Date(required).
• Optional fields, such asAmount excluding tax, VAT, Amount including tax, GoldAttachment, can be filled in if necessary.

Validate by clicking onSave.

Confirmation: The system notifies that the document has been added successfully.

Modification of an Administrative Document

Locate the document to modify via the list or using thefiltered(by vehicle, type, or date).

Click on the buttonTo modifyassociated with the document.

Update the information in the desired fields.

Click onSave Changes.

Confirmation: A message confirms that the changes have been saved.

Deletion of an Administrative Document

Identify the document to delete via the list.

Click on the optionDELETE.

Confirm the deletion when the system asks for validation.

Result: The document is permanently deleted from the system.

Benefits of the Feature

Data Centralization:
Allows optimized and centralized management of administrative documents for all vehicles.

Deadline Monitoring:

• Quick identification of expired or near-expiration documents.
• Built-in notifications or reminders to anticipate renewals.

Flexibility:
Ability to modify or add information according to specific needs.

Accessibility:
Quick consultation thanks to an intuitive interface and filtering options.

Use Case

Proactive Document Renewal:

• Identification of expiring documents to plan administrative procedures.

Financial Management:

• Analysis of the total costs of administrative documents using fields linked to the amount excluding tax, VAT, and tax included.

Regulatory Compliance:

• Rapid verification of the validity of documents to avoid any non-compliance with legal obligations.

Structured Archiving:

• Organization of scanned documents via attachments accessible at any time.

With this functionality, administrative document management becomes more fluid and structured, allowing users to guarantee the compliance and efficiency of their administrative processes.