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Documentation Management

Are you struggling to keep track of your customers info (i.e., files, addresses, passwords)? Interested in a documentation management integration?

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AdminUserVoice Admin (Admin, Atera) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Dennis Schraa | DS Automatisering commented  ·   ·  Flag as inappropriate

    We would love this. Everything is now in onenote with password protection.. Would love to implement it in Atera. It is also a good thing for Atera self.. As that we as customer are more and more implemented to the system

  • Carey Hazelwood commented  ·   ·  Flag as inappropriate

    I am struggling to find a good way to store customers credentials. This would be useful for allowing other techs in my firm access to this information to better serve our customers. I have spent some time with the current password storage area in Atera, but the workflow of entering information is not very efficient. A way to import such data would be nice.

  • Dave Webster commented  ·   ·  Flag as inappropriate

    365 integration would be nice. I'd be happy with a sharepoint > document library that just uses customer ID on a folder to keep it all organised that's what I do with most systems now.
    Then we can integrate flow etc to do clever stuff straight off the back of it.

  • Thanet Computer Solutions Ltd commented  ·   ·  Flag as inappropriate

    Vote from me. Just a notes tab in the customer section would be ideal. I often need to take notes such as backup schedules or just things that jog my memory. Plain text area would be all it takes.

  • Carlos Carrasquillo commented  ·   ·  Flag as inappropriate

    I know you guys currently Integrate with IT Glue but it would be awesome to be able to sync over documentation so we can then use that documentation for the knowledgebase.