Document Production and Management
TrustQuay 5Series produces documents and minutes on demand using Microsoft Word templates. In addition to the standard document templates provided, service providers can add user-defined document templates, as required to meet changing requirements.
5Series can save and retrieve documents:
- in network folders and sub-folders, or
- in the integrated TrustQuay 5Series Document Store module, or
- in a 3rd party Document Management system (via a standard API) e.g. Microsoft SharePoint
TrustQuay 5Series allows documents to be stored either at entity level, against pieces of data on an entity record, e.g. a passport can be stored against the passport data fields within an entity record, or a document can be linked to accounting transactions