Features / Search & Reporting
Find Deal Files quickly and turn activity into oversight
Fast retrieval solves the immediate question; reporting helps reveal the wider pattern. Auto eDocs supports both day-to-day Deal File searches and management visibility across dealership activity.
01
Search using meaningful deal information
Locate the Deal File and its documents without navigating a maze of shared folders. Searchable vehicle, customer and Deal File information helps authorised users respond to queries faster.
02
Review completeness and status
Use structured Deal File information to identify files that are open, incomplete or waiting for action. This allows managers to focus review time on exceptions rather than manually opening every folder.
03
Support dealership and group visibility
Reporting can help individual sites understand their workload and give dealer groups a more consistent operational view. Access remains governed by the user's dealership relationships and permissions.
04
Use data as a prompt for investigation
Reports support oversight but need interpretation. A missing item, delay or trend should prompt the appropriate manager to understand the cause, customer impact and next action.
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