The document management part of the system allows you to view, upload, and edit documents for a given debtor record. It is also the screen that is first presented to you when a debtor record is accessed in Ascend*.
*This requires the Fileassure link to be enabled in Ascend

A set of standard folders and list of predefined document prefixes will already be established & available for any record in the system. The list of folders and document prefixes are determined during the implementation phase but can be customized within the Admin section.

 Each document that is uploaded to Fileassure follows the standard nomenclature of:

"Document Prefix" - "Identifier/Description"

The document prefix is selected to categorize the type of document that's being uploaded. E.g.: I/E, 170, T4, Notice of Assignment, etc.

Complementary to the document prefix is an identifier or description that helps further describe the document. E.g.: a date, account number, name of creditor, etc.