How to upload customer’s core documents and tasks related documents in ERPCA?


In ERPCA, Document repository gives you access of all the documents of clients. Be it core documents or task related documents you can find everything here on the basis of client selection.

Document Repository devided into 2 parts:

1)Core Document – Document which you received from your customer.

2)Taskboard – Task related documents will be organized based on the FY worked, i.e.2020-21, 2021-22 etc.

This video will guide you to understand that the process of uploading customer’s core and task related documents.

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If you are a financial services KPO, we offer ERPCA as a custom-branded, white label office management software that is perfectly suited to your needs. E-mail us at [email protected] to discuss.

ERPCA help you from where you can upload/import data in bulk. Parameters are already given in excel along with basic instructions to be followed below the template download link.

ERPCA offer you a easy process of creation of new inward.

All the returnable inward document’s status can be changed to Pending, In Process and Ready to Outward through Process Inward.