Document Management

You are here

Document Management in STRUCTURE

Learn how STRUCTURE can digitally store & manage documents for your company.

STRUCTURE’s Document Management solution allows you to attach all types of documents to the many file locations housed throughout the program.

You can attach a .pdf, an .xls, a .doc, a jpeg, a .bmp, essentially any document type can be added.  The documents can be attached to an Employee, a Customer, a Vendor, a Subcontract, a Job, a Material record, a Service Location and even to a Piece of Equipment tied to a service location.

Each document can be categorized and classified for easier retrieval.  Through the various security levels available in STRUCTURE, you can even restrict who can and cannot access the various documents.

STRUCTURE even allows for a batch of documents to be scanned in such as accounts payable invoices.  These batches can be separated into individual documents (single or multi pages), and can be attached to the AP transaction while simultaneously entering the payable record into STRUCTURE.  The image then gets associated with both the accounts payable invoice record in AP but also, if being job costed, the actual cost record in Job Cost, becoming an invaluable tool for your Project Management team.

Similarly, A/P invoices can be attached when receiving in against a Purchase Order.  Accounts Receivable checks can also be scanned in as a batch and applied to individual cash receipt records for future retrieval.

The document storage functionality is so configurable, the physical document can be saved on your own server or any location you so designate, even in the cloud…

Request A Free Demo

 

Learn how STRUCTURE, an end-to-end construction accounting solution, meets the unique needs of contractors.


Request A Demo › 

About C/F Data Systems

 

For over 37 years, CF Data Systems has been servicing the construction industry with solutions that address their unique office and financial needs.

Learn More › Careers ›

Working hand in hand with STRUCTURE's desktop applications are a suite of mobile apps designed to even further enhance productivity.

Learn More ›

C/F Data issues a quarterly newsletter to inform customers about upcoming events, classes, program changes, etc.

Subscribe Now ›

 

Social Networks

Experience The Best in Contractor Accounting Software.

About C/F Data Systems

For over 38 years, C/F Data Systems has been servicing the construction industry with solutions that address their unique office and financial needs.

About Us ›

 

Mobile Solutions

The STRUCTUREmobile FieldLinc Suite offers a collection of mobile applications that are linked to STRUCTURE for use in the field.  This allows you to have access to key functions of STRUCTURE even when you are not sitting in front of a desktop.

STRUCTUREmobile ›

Recent Blog Articles

GET IN TOUCH

  • C/F Data Systems, LLC.
    97 Libbey Parkway, Suite 200
    Weymouth, MA 02189
  • Phone: (781) 337 - 9900
  • Email: info@cfdatasystems.com