Document Management | ClearVantage Features

ClearVantage’s document management capabilities allow your organization to take a case management approach to your membership base by having relevant information at your staff’s fingertips to answer questions. With ClearVantage, you can raise productivity, reduce administrative costs, and communicate more effectively with your members.

  • Store applicable documents (contracts, resumes, signed authorization forms, correspondence, etc.) directly in the individual or organization notebook to which they pertain.
  • ClearVantage houses all documents into Information Central, a library within your database that stores all of your documents across the system in one place
  • Conveniently stores and saves most document formats and sizes
  • ClearVantage Document Management Screenshot
  • ClearVantage Document Management Screenshot