Digital Document Storage

From deal jackets to ROs to invoices, you deal with a lot of paper. It’s everywhere – the cage above the parts department, the storage container out back, the building across the parking lot, and certainly the full filing cabinets in the office. Fulfilling the requirements of an audit took weeks last time. It’s time to reduce the burden of paper storage with digital document storage.

What if you could...

  • Quickly and easily view documents on your computer instead of searching for hard copies?
  • Store all deal documents together for easy access?
  • Cut down the time it takes to investigate errors with ROs and invoices?
  • Maintain compliance and ensure all documents are signed and stored properly?
  • Take the stress out of audits with immediate access to archived documents?
  • Reduce risk of misused, damaged, or stolen files with secure access to documents?

Here’s How

The docuPAD® System

With the average deal producing 39 feet of paper per copy, your dealership is overflowing with deal jackets. They are almost never in the right place when you need them, and if they are, something is missing. The docuPAD system transforms the F&I process from paper-intensive to digital through the use of a digital menu presentation, electronic forms signing, and eContracting.

  • Sign and store deal documents electronically from the beginning.
  • Provide customers digital copies of contracts.
  • Ensure all documents are signed, completed, and stored in an electronic deal jacket so they’re kept together and easy to find.
  • Reduce time and cost of managing paper with digital copies.
  • Enjoy a clean and matching deal from F&I to accounting.
  • Scan in any required wet ink documents to be stored in the electronic deal jacket with the rest of the deal.
More info about the docuPAD system

Hendrick docuPAD® System Testimonial

Brian Porta, Vice President, Education and Training

“We wanted to become more streamlined, we wanted to become more compliant, we wanted to become more environmentally friendly by getting rid of all the paper. That’s why docuPAD is so great. You have a certain process that you have to follow, you can’t miss documents.”

Johnny McKellar, Senior Vice President, Hendrick Autoguard

“With the docuPAD, it really broke down that wall. And it gave the consumer the ability to be part of the transaction. The F&I Producer and the consumer are teaming together to create valuable protection products and opportunities for the customer, making sure that their investment’s protected.”

Brian Porta

“Customers love the experience with docuPAD. They love being in control of the process. They’re buying, they’re not being sold, and there’s a big difference in that.”

Rick Hendrick, Chairman, Hendrick Automotive Group

“People call me and say ‘that was the greatest experience I had in the F&I office.’ docuPAD has made the biggest difference that we’ve seen in the last three to five years. I think everybody should have it. To me, that’s the best piece of equipment that I’ve ever had in the automobile business.”

Integrated Document Management

Between invoices, ROs, deal jackets, and other essential documents, how long does it take you to file paper? How long does it take you to find those documents when a customer requests a copy or an audit comes around? And how frustrating is it when they aren’t in the right place? Integrated Document Management helps you securely collect, store, and retrieve documents digitally.

  • Automatically save documents, like ROs, invoices, and reports directly into Integrated Document Management within ERA-IGNITE.
  • Reduce costs on paper, toner, redundant copies, and paper storage.
  • Reduce risk of misused, damaged, or stolen files which can cost $220 on average to replace.
  • Instantly print, export, or email documents right from your workstation.
  • Quickly find documents you’re looking for with an easy search function.
More info about Integrated Document Management

Experience Integrated Document Management and docuPAD® With Hendrick Automotive Group

Denise Marenna is the Vice President of Consolidated Accounting at Hendrick Automotive Group.

“I’ve been in it a long time. So, I’ve been in it when it was really fun. There wasn’t so many regulations, so deals got in, we billed them, boom. You know, years go by, regulation, regulation. It got not fun.

Everybody was struggling with the amount of paperwork that was required just to handle a transaction. We have all the regulations that we have to go through, and prior to IDM [Integrated Document Management] and docuPAD, it was sort of hit or miss, ‘are we going to get all those documents?’

We had people running back and forth with bag runs, and they’d go pick up the deals from the dealership, ship them over here, oh no, we found something wrong, it’s missing. It got shipped back to the dealership. The amount of paperwork was almost like people were buried and trying to get out of it. There would be boxes in the parts department lined up all the way to the top. Of course, it would get damaged.

All of that has been eliminated. In today’s world, it’s all in one location. It’s all right there in electronic form. We just go into digital deal jackets or into IDM [Integrated Document Management] and pull whatever information we need. That is the huge benefit of digitizing everything – it does not get lost.

Through IDM [Integrated Document Management] and docuPAD, we were able to keep all of them in one central, electronic folder so that we have less errors. Then, coming into the office, we’re not transporting paper back and forth. Now, we’re able to bill it within fifteen minutes. We’re able to comply with all the regulations, but we’re also getting our money much faster. We’re going to be able to have a consolidated cash flow because of that.

My team from the accounting perspective and the operations team are starting to have fun with each other again. For the first time, we don’t have to argue where that paperwork is.”

eApproval

Advisors’ workstations have paper everywhere. You need it so you can track customer approval on recommended work. It reminds you what needs approved, and it gives you something for the customer to sign indicating their approval. But all that paper gets lost in the busyness of the day and eventually ends up hidden away in a Bankers Box.

  • Speed up approval times by sending recommended work directly to your customer’s phone.
  • Help customers understand the recommendations and see the value by attaching real photos and videos of their vehicle taken during the multipoint inspection.
  • Record approved and declined work in the DMS automatically for easy follow-up.
More info about eApproval
Three phones showcasing the eApproval software for dealerships

What can you experience:

“Through Integrated Document Management and docuPAD, we were able to keep all of our documents in one central, electronic folder so that we have less errors.”

Watch the Video

“Integrated Document Management is a huge time-saver. It cuts down on the frustrations of filing and you don’t have to worry about losing or misfiling documents. It is well worth it.”

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