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One simple solution to handle information overload and manage files and documents that are used frequently for completing RFPs and other recurring needs is ProTRACKPlus’s Library of Documents Module. You and all your team can store and organize documents securely and access them from anywhere. Additionally, with the best information at your fingertips, you can make informed decisions.

Why Document Management is Important

Document or file management is nothing but naming, storing, and organizing files in a way that makes it easy to find and retrieve data when needed.

    • Our terrific module allows economic development organizations (EDOs) to function more organized, systematically, efficiently, and with improved transparency.
    • It simplifies retrieving documents by having everything you need in one centralized location.
    • Irrespective of size, an organization has a colossal amount of information to be stored, but you need an intuitive way to pull it up instantly when needed. 
    • It improves efficiency and reduces time, and hence increases productivity.
    • The efficient document management system helps to increase the speed and ease of responding to Requests for Proposals (RFPs). 

ProTRACKPlus – Library of Documents Module

  • Our Library of Documents Module enables you to store, retrieve, and share information within the organization.
  • It helps you manage a large number of documents effectively.
  • You can organize them into different categories and then into multiple subcategories.
  • You can rename and edit categories and subcategories in the ‘Admin’ section by choosing ‘Manage Category and Subcategory.’
  • Manage your documents with the Library of Documents Module with efficiency and in a cost-effective manner.
  • With all the data and easy retrieval, it is ideal for faster completion of RFPs.

How ProTRACKPlus’ Library of Documents Module Helps EDOs

The Library of Documents Module is more advanced and highly effective in helping economic development organizations function smoothly. It is designed especially for EDOs by people who have hands-on experience with economic development. It enables you to save time and money and boost results.

  • You can organize the documents so well that you can easily search for any information. All the data you need is at your fingertips.
  • It stores all your documents and files securely and is easily accessible by your entire organization. 
  • You can access the documents library from a mobile, laptop, or any other device connected to the internet.
  • It enables you to organize, search, and list documents by multiple categories.
  • It helps to manage all the documents efficiently according to their life cycle.
  • It boosts transparency in the overall functioning of the organization and builds trust.

Get the ProTRACKPlus Advantage for Your EDO

ProTRACKPlus is ready to empower EDOs with an impeccable CRM tool to achieve desired organizational goals. The features designed are user-centric and receive upgrades as per the need of the paced world. From storing your documents safely to allowing easy access, ProTRACKPlus can offer it all. You can request a no-obligation demo to understand how it functions as a CRM tool and delivers more than just the CRM features.

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