SOFT4Factoring enables users to manage documents with ease throughout the entire factoring process. Notification and Confirmation letters for new invoices can be created using document templates. These templates can be set as default document templates on factoring product setup when creating these letters. To generate a document, use ‘Print Notification Letter’ and ‘Print Confirmation Letter’. The document will be attached to the agreement and found in the Documents section at the bottom of the page or the Documents Bin on the right side.

Additional documents can be imported to the agreement by dragging and dropping them into a Documents Drop Area or using the Import action in the Documents section. All documents can be downloaded using the Open action in the Documents area or simply clicking Document Date in the Documents Bin.