The Document Protocol system records the entry and exit of documents between your company and your clients. Instead of a paper logbook or receipt, the record is kept on your mobile phone: the client signs on the screen, you can photograph the delivery, and the PDF of the protocol is sent by email to both the client and the company.
Made for accounting firms and any company or professional who needs to prove what they delivered or received from clients.
HOW IT WORKS
• Choose the client and mark the documents delivered or received.
• Collect the client's signature on the mobile phone screen.
• Attach a photo to the protocol.
• The protocol PDF is generated and sent by email to the client and the company.
FEATURES
• Entry and exit protocols, with date, time, documents, and observations.
• Client signature on the mobile phone screen.
• Photo on the protocol, according to the company's account capabilities.
• PDF with your company's name and logo.
• Automatic sending of the protocol by email. • Lists of signed and pending protocols.
• Registration of clients and document types.
• Team users with permissions defined by the administrator.
• Web version with the same account, for registration and consultation via computer.
To log in, use your company account. The administrator registers team users and defines what each one can do.
Questions or suggestions: dev@maquinadecodigo.com.br
Record the delivery and receipt of documents with signature, photo, and PDF.