Electronic Document Storage
Safely saving critical documents is a daily compliance task in every dealership. With RouteOne’s SecureDocOne, you can securely store documents electronically for easy retrieval at any time you choose.
A dealership’s world is full of documentation: compliance paperwork, privacy policies, Nonpublic Personal Information (NPPI), aftermarket data, credit reports - the list is endless. Customer and application data retention is more important than ever.
Our SecureDocOne electronic document storage service provides dealerships with the ability to securely store and access documents easily within the RouteOne platform. Documents are automatically archived daily. Access any document for the length of your subscription within your everyday RouteOne workflow.
eContracting dealers can enjoy automatic archival of electronic contracts, leases, and ancillary documents. Electronic document storage is another piece of your digital workflow designed to save you time and keep you selling.
Key Benefits & Features
Store documents electronically for easy retrieval at any time for the length of your subscription
Add notes or print hard copies of stored documents whenever you need them
Integrated within the RouteOne platform so you can easily reference documents as you work
Archives electronic contracts, lease, and ancillary documents automatically, saving you time and manual effort
Provides a complete history of each document stored along with an audit trail that displays any edits made along the way
Flexibility to modify user permissions so you can manage user access
Support Your Compliance Process with SecureDocOne
Securely store documents electronically for easy retrieval any time you choose with SecureDocOne. Our electronic document storage tool provides a complete history of each document stored, along with an audit trail that displays any modifications or edits made along the way. Watch the quick video below for more details.
Choose the Level of Support That Meets Your Needs
We have two product levels so that you can best select the version that works for you. Both options provide a comprehensive storage solution that will efficiently and effectively store your data.
Our standard SecureDocOne electronically stores:
- Credit Applications
- Decision Details (includes Decision History Summary)
- Credit Reports
- Credit Report Disclosures
- Adverse Action Notices
- Credit Score Disclosure Notices
- IDOne Summaries
- Privacy Notices*
- eContracting and eContract Packages
*May be stored with electronic signature for dealers that use RouteOne eSigning
Our premium SecureDocOne contains all features of standard SecureDocOne plus:
- The ability to upload and store .pdf documents generated outside of RouteOne like vehicle, government, service/parts, and aftermarket forms
Subscribe to SecureDocOne
Your Dealer System Administrator (DSA) can subscribe to SecureDocOne in the Admin tab of the RouteOne system, under Premium Services. More questions? Contact your RouteOne Business Development Manager or the RouteOne Service Desk at 866.768.8301.