Rental handover photos and signatures are documents

What moves

Photos and the customer's signature taken at a rental hand-over are stored as documents, and the hand-over keeps their references.

Before you start

• Documents and Rentals in your plan
• A storage location connected in Documents
• Rentals and Document Management in your plan
• Document storage set up for the workspace

Step by step

1. Rental agentRentals

   Takes photos and captures the customer's signature at hand-over.

   You see:The files are uploaded through Documents with a fingerprint check.

2. SystemDocument Management

   Stores each as an ordinary document.

   You see:The hand-over keeps only references.

3. Rental managerRentals

   Opens the files later after a damage claim.

   You see:They are shown with the checklist answers, under the usual access rules.

Related

• Document Management
• Rentals
• Scanned bills and receipts become drafts
• The Copilot works your library
• A letter's enclosures are files in Documents
• Storage fills up and the administrator adds room
• Two people edit one spreadsheet and fix a mistake
• Connections between modules