Introducing our brand new feature: Quantum Cloud Document Manager
18th April 2023
With this latest Quantum Cloud feature, you can now attach your supporting documents neatly to your client's Quantum Cloud case.
The new Document Manager module is an optional add-on offering the facility to securely upload and attach PDF documents to your Quantum forms and files. With Quantum Collaborate, you can also send and receive documents from collaborators, without the privacy risks associated with emailing.
How can the Document Manager help you?
- Document Manager allows you to upload PDF documents quickly and simply with a drag-and-drop feature.
- Documents required as attachments for Forms E, E1 and E2, such as bank statements and valuations, can be linked to specific items within sections of the form and can be referenced in the Schedule of Documents.
- Quantum Collaborate users can receive and send documents from their clients, allowing the clients to provide relevant documents instantly and within a secure environment.
Quantum Cloud Document Manager is included in the Quantum Collaborate add-on. If you would like to start collaborating on forms and sharing PDF documents with your client, contact Lisa (email@example.com) about how to upgrade to Quantum Collaborate.
If you would like to add the Document Manager to your current Quantum Cloud subscription without Quantum Collaborate, you can take advantage of the first year introductory half price of £30+vat*, per user, for this new feature.
*First year introductory price only. Offer ends April 2024.
For more information, or to book a demo, contact us on 01652 652 222 or email firstname.lastname@example.org
BOOK A DEMO
Free Webinar: Attaching your client's supporting documents with Quantum Cloud
Join us on Thursday 27th April 2023 at 1pm, for 'Attaching your client's supporting documents with Quantum Cloud' with our Customer Experience Manager, Lisa.
In this webinar, we will talk you through the new features of our latest update to Quantum Cloud. Our new Document Manager module is an optional add-on offering the facility to securely upload PDF documents to your Quantum Cloud forms and files. Learn how to attach your documents to specific forms, or with Quantum Collaborate, send and receive documents to and from your collaborators, all within a secure environment.