DocSavy

DocSavy is a document management and organization solution aimed at small to medium-sized businesses. According to the vendor, it offers a range of features that cater to the specific needs of various professions and industries, including construction companies, engineering firms, architecture firms, manufacturing companies, and legal firms. With its user-friendly interface and robust capabilities, DocSavy aims to streamline document storage, financial reporting, contract management, budgeting, purchasing, asset management, and more.

Key Features

Document Storage: According to the vendor, DocSavy provides organized document storage based on tags, business data, and associations, aiming to facilitate easy retrieval and quick access.

Financial Reporting: The vendor claims that DocSavy allows users to generate comprehensive financial reports by summing values for each folder, aiming to simplify tracking of accounts payable, accounts receivable, current contract amounts, and open offers.

Contract Management: DocSavy offers the ability to create folders for each contract of work and manage associated documents such as contracts, change order requests, and change orders. The vendor states that this feature enables effective project management through live data reports.

Budgets: According to the vendor, DocSavy allows users to create budgets for each folder, aiding in the forecasting of hours and costs. The vendor claims that users can compare these budgets against actual expenses to track project expenses accurately.

Purchasing: The vendor states that DocSavy enables users to attach quotes to purchase orders and link them to budget items. Users can also attach supplier invoices, with the option to request approval before processing payment.

Asset Management: DocSavy aims to provide a comprehensive asset management system, allowing users to create folders for buildings, vehicles, equipment, and tools. The vendor claims that users can store detailed information, associated documents, and service histories for each asset.

Drawings: According to the vendor, DocSavy supports the storage and previewing of drawings, creating small-sized previews for efficient viewing and plotting.

Questions: The vendor states that DocSavy helps users track and store all questions asked and answered, aiming to ensure that important information is not forgotten.

Service History: According to the vendor, DocSavy allows users to track all work done on assets, providing service technicians with a history of previous work for trend analysis and issue diagnosis.

Project Documents: DocSavy provides access control for document and folder types, according to the vendor. This feature aims to allow the visibility of relevant documents based on user roles and document status, facilitating effective project collaboration.