"You can scan documents for retention and access or link a folder with historical documents to each Member, Employer or Instructor.
A critical weak spot in business today is the ability to retrieve essential business documents in a simple and timely manner.
Disaster recovery requirements of mission critical documents are typically a costly and off-site process, removing the ability to easily obtain critical data to make effective and timely business decisions.
The Union Manager PDF© feature is integrated into your Union Manager© software. All documents produced through Union Manager© such as Member Overdue Notices, Referral Slips, Receipts, Travel letters and Member Mailings are automatically stored electronically on the appropriate member or contractor record.
Staff can easily view, reprint and email stored PDF generated documents such as signatory contracts member applications, 401 selections which have been scanned and electronically filed on the Employer or Member records.
The PDF feature set includes email capability significantly reducing the cost of monthly membership mailings. Letters to members with email addresses may be emailed and those with no email address may be printed.