Client files
Use C2M to specify the data, steps and people concerned by this function in your organization.
AlKhadim Module · C2M Maroc
Notary management
Classify the files and documents necessary to monitor a notarial activity.
The business need
Why organize this process?
The acts and documents in a file must remain organized and accessible according to the responsibilities of the firm.
A scenario to examine
A study can choose a frequent type of file, identify the associated acts and supporting documents, then define the classification steps. The consultation procedures must take into account the responsibilities of each person.
For whom?
Notarial offices who wish to structure their files and their administrative follow-up.
The scope depends on your current tools, the users concerned and the desired exchanges with other AlKhadim modules.
Functions to study
Information to follow better.
These functions form a basis for discussion. A demonstration allows you to check which ones correspond to your activity.
Classification of acts and documents
Use C2M to specify the data, steps and people concerned by this function in your organization.
Search for information
Use C2M to specify the data, steps and people concerned by this function in your organization.
Set up
A module defined around your uses.
The project begins with the operations you want to track and the information already available. C2M then studies the configuration, access and possible links with other tools in your organization.
Discover the AlKhadim ERP01Describe the operations and users involved.
02Verify data, documents and tracking rules.
03Present the adapted functions and prepare their deployment.
Frequently asked questions
Prepare your demonstration.
A targeted presentation makes it possible to confirm the real scope of the Notarial Management module.
Who is the Notarial Management module for?
Notarial offices who wish to structure their files and their administrative follow-up. Roles and access are defined according to the organization of the project.
Which functions can be examined first?
Areas to be reviewed are: Client records; Classification of acts and documents; Search for information. Their order depends on your priority operations.
Can we connect this module to other AlKhadim functions?
Exchanges with other modules are studied according to your data, your current tools and the operations you wish to share.
Also worth exploring
Other modules related to your needs.
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Discover the moduleCommercial authorizations
Track business authorization applications, their documents and their processing steps.
Discover the moduleLet's study the Notary Management module for your organization.
Describe your current processes, information to track, and desired results. C2M will be able to prepare a suitable exchange.
Talk to C2M