Have you ever been to a reserves review meeting where someone asks “Where did these numbers come from?" The reply is “Well, John did the initial work and we can’t locate the file right now. John was transferred in June and we're trying to reach him.”

These are the type of experiences that the Document Manager is designed to avoid. The Document Manager is a separate module within Phoenix that provides the ability to associate documents to properties and to reserve revisions. You can quickly view all documents that have been associated to an entity, extract, open, or print them, and add in new documents. A document may be associated to many properties or revisions at any time.

Documents are stored in compressed and encrypted format, in one of two physical locations, depending on their size after compression. All documents that are larger than a system-defined threshold, defined within the global setup table of the database, are within a shared file folder, again defined with the global setup table. All other documents are physically stored within database tables.

Although a document may be shared among many different properties or revisions, there will only be one physical copy stored. However, if the same document is brought into the database on two separate occasions, there will be two physical copies stored, as there is no foolproof way to detect whether the two files are identical.

File attributes are editable to a user if the user has the authority granted under his/her roles, and if the document was booked within the current close period (only users with system administrator privileges will be able to edit documents that were booked in periods now locked).