Documents

Document Management

Centralized document vault with version history, expiration alerts and full-text search across the dealership.

Planned capabilities
  • Drag-and-drop upload with PDF preview
  • OR/CR, IDs, financing, insurance, warranty
  • Version history & approval status
  • Expiration alerts for time-bound docs
  • Searchable across customer & unit records
  • Storage bucket with role-based access

This module ships in the next build phase. The current release focuses on the executive dashboard and shell.