HotH Document Manager is an optional add on that allows the storage, revision control and simple integration of documents into other solutions such as HotH Case Management.
And then the new version uploaded back to the ticket using the “Choose File” option. The system checks that the file name matches the original.
The system will automatically copy the previous version of the document to a “Revision note” on the ticket and the latest version is held against the “Document” section of the record.
Following this process, the document can be repeatedly downloaded, amended and uploaded back to the ticket and any number of revisions are date/time stamped and stored. Additional notes can be added to the Revision record to identify the changes. The Author of the revisions is automatically recorded.
Integration with Case Management
This process provides a simple way of storing and managing oft requested documents within HotH and then making them available to be added to Case records.