Document management

Easily store and manage your documents

Now there’s a simple way to store, organise and manage documents in Class. Our document management solution means you’ll never have to spend time looking for documents again – you can simply tag and link them within Class so you can easily search for and retrieve them at a later date, all in a secure environment.

Class document management provides a single source of truth for all your SMSF and investment portfolio documentation, delivering significant efficiency and collaboration opportunities.

Easy to use, with great results

From within the Class application, at the portfolio level, you simply upload documents directly to your file store. Document dates can be added, and file names changed as needed.

Importantly, you can quickly tag documents so you can easily locate them later using sophisticated filtering. Simply choose from the pre-defined list of tags within Class, or you can set up your own customised categories of tags to suit your business.

In Class, you can even tag documents to a member, or their account – for example a pension document can be tagged to a member’s pension account. Documents can also be tagged to an investment.

Making the process easy for you

Documents that are generated within Class – for example pension documentation – will be automatically stored by the document management solution for future reference, saving you considerable time.

Plus, all existing documents related to your client’s SMSF or investment portfolio – for example actuarial certificates or property valuations – will be automatically ported into Class document management for you.

Lastly, when you need to – you can also download documents from Class, and where necessary, delete them from the system.

You decide who sees what

Document access control allows you to restrict access to particular roles, for example you might want to share only selected documents with auditors or other parties. You can easily choose who sees what.

If you have a read only role, you will still be able to search and view document meta data and download documents.