Knowledge Centre / Guides
Plan and improve your dealership's digital processes
Moving from paper or shared folders is an operational change, not simply a software installation. These guides help dealerships define ownership, prepare document structures and introduce new ways of working in manageable stages.
01
Begin with the current customer journey
Map how documents arrive, who checks them and where delays occur before designing the future process.
02
Make ownership explicit
Agree who creates the Deal File, who completes missing actions, who performs oversight and who maintains configuration.
03
Improve after launch
Use questions, exceptions and reporting from live use to refine requirements and workflows instead of trying to predict every scenario on day one.
Next step
Put better Deal File practice into action
Explore the relevant Auto eDocs capabilities or book a demonstration focused on your dealership process.
