Documents, images, receipts and Smart Notes
AssetSaver staging
Library
Reusable documents, photos, receipts, policies, contracts, loan documents, reports and Smart Notes, linked many-to-many across AssetSaver.
Assets, people, Care Providers and companies
Loan, valuation, warranty and insurance support
Library item types
Documents
Images
Receipts
Policies and contracts
Warranty evidence
Loan documents
Finance agreements
Valuation reports
Smart Notes
Reports and exports
Many-to-many linking
One Library item can link to more than one asset, person, Care Provider, company, incident, task, reminder, loan, liability or policy.
Assets
People
Care Providers
Companies
Incidents
Tasks and reminders
Loans and liabilities
Insurance policies
Finance and evidence readiness
Library records support finance evidence, lender documents, loan documents, receipts, valuation reports, insurance policies and other evidence used by asset value, liabilities, reports and estimated net asset value.
Smart Notes library
Smart Notes can be selected from a reusable library, edited for the current record and optionally saved back to the library.