Related Documents - There are often groups of documents that are related. For example, for loan documents, there could be an Application, Credit Report, Escrow Agreement, and Appraisal Report. For A/P invoices, related documents could be the purchase order, receiving report, and cancelled check. When you are looking at a document, you can click the Related button to see related documents. The related documents could be any combination of scanned documents, Word or other Office documents, and email.

Missing Documents Report - This shows related documents that are missing or are not in agreement. For example, it could show that the Appraisal report is missing for one loan and the Escrow Agreement is missing for another loan.

For documents containing dollar amounts, such as invoice amount, or quantities, such as units of product, the Missing Documents Report shows any related documents in which the total dollar amount or total quantity do not agree. This report also shows the dollar amount of missing documents. The Missing Documents report could list any combination of scanned documents, Word or other Office documents, and email.

Grand Totals Report - This shows the grand total dollar amounts or quantities for each document type. This could show the grand total amount of all loans, the grand total amount of all invoices, or the grand total units in inventory. The Grand Totals Report sums data from scanned documents, Office documents, and email.

For more information on SearchExpress Document Management software, please call us at (205) 985-7686 or click here for more information. Our email address is SxSales@searchexpress.com.