INSURANCE AGENCIES ERP · MICROERP GUIDEDocuments & Records.
Documents & Records.
Help & documentation.
Organise business documents, records, versions and controlled access.
Open Documents & Records in four steps.
- Sign in to Insurance Agencies ERP. Use insurance-agencies.easymanagex.com/login with the account your organisation’s administrator created for you.
- Choose Documents & Records. Pick it from your Insurance Agencies ERP workspace, or go straight to insurance-agencies.easymanagex.com/documents/dashboard. The same sign-in opens every MicroERP you have access to.
- Start from Overview. The left sidebar lists every screen, grouped the way this guide groups them below.
- Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
Every screen, by sidebar section.
10 screens in 5 sections. Each link opens the screen in your Insurance Agencies ERP workspace; you see only what your role allows.
Operations
Insights
Governance
Why it suits Insurance Agencies.
Documents & Records is suggested in the Insurance Agencies ERP workspace because it covers these everyday workflows:
What you can see depends on your role.
Documents & Records checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to Documents & Records. Your data stays inside your own organisation.