Hi all,
I was curious if the community was using Epicor/Kinetic Attachment functionality to store documents such as:
Vendor Contracts
NDAs
Master Service Agreements
Distributor / Reseller Agreements
Etc
Some document types seem to make sense to store as attachments to the vendor record but I’m curious how others are solving this problem. For contracts, I’d like to setup some rules with notifications as end dates approach.
We have licensing for Docstar but, to date, the solutions we have put there have been more transactional so it hasn’t seemed like the best fit.