MCA Files – Document Management

The Client File module allows tracking, organizing, and centralizing all documents and information related to each client. Each file corresponds to a work unit or a specific project, and each client can have multiple files containing all information necessary for commercial, technical, and administrative management.
This organization provides a clear and structured view, facilitates quick access to data, ensures accurate monitoring, and guarantees full traceability of information.

File Management
Creation of multiple files per client to manage different projects, interventions, or sales phases.
Organization of files by project, activity, or service type.
Overview of all files and associated documents for a client.

Client Information Centralization
CRM: centralized client records with all contact information, history, and interactions.
Pre-project: recording and tracking preliminary studies, requirements, and constraints.
Appointments: planning and tracking client and internal meetings.
Tickets and Support: tracking requests, incidents, and interventions.

Document Management
Storage, organization, and import of all documents related to each file:
Contracts
Quotes
Invoices
Minutes
Photos and plans
Reports and correspondence
Classification and sorting by document type, project, or activity for quick access and improved readability.

Traceability and Monitoring
Complete history of all actions and documents associated with each file.
Reporting available by client, file, or project for monitoring commercial, technical, and financial activities.