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How to Automate Document Organization in the LASTRADA™ Document Vault

 
   

June 25, 2020 5:01 AM / by Sydney Lang

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LASTRADA™'s Document Vault is more than just completed reports. Whether it's a document generated in LASTRADA or an outside file, our system keeps everything in one convenient, secure location so you no longer have to waste time sorting through your files. In this Lightning Demo, we'll demonstrate how LASTRADA automatically keeps track of version history and categorizes different document types, making it easy for users to store and access their important documents. 

 

Accessing the Document Vault

The Document Vault in LASTRADA can be accessed from several modules. You can access a document within a module in the section highlighted below. Any document you need to access is a clean, unedited copy of what was given to the customer. 

Document Vault - Access

 

Versioning in the Document Vault

LASTRADA stores all the versions of a document in a single location, and shows when a version was last modified. 

Document Vault - Version

 

Categorizing in the Document Vault

When generating a new report, the system wants to know what kind of document is being created. A window will pop up with a selection of categories, allowing the user to automatically categorize the document correctly.  LASTRADA will number and version documents based on customer settings and document type.

Document Vault - Categorize

 

Storing in the Document Vault

Upload your completed report to automatically store it in the Document Vault. Once it's been stored, it can no longer be edited. You can also store items not generated in LASTRADA in the document vault, such as relevant photos or test reports from other companies. 

Document Vault - Store

 

With these key features in the LASTRADA Document Vault, organization is made simpler. The Document Vault eliminates the need to store documents in other file locations, allowing users to do all their work within LASTRADA.

 


To learn more about how LASTRADA Partners can help you streamline workflows, improve quality and reduce costs, speak with one of our engineers or schedule a personalized demo.  

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