Smarter Digital Document Solutions & Services

Digital document management centralizes tenant, participant, landlord, and program records in electronic files instead of paper folders and disconnected shared drives. FileVision ETR organizes documents by household and transaction, such as intake, annual recertification, interim changes, inspections, and move-outs. Staff can search, retrieve, route, and review records while applying role-based access to sensitive information.

FileVision ETR uses transaction-based file organization. Rather than storing documents only by document type, it groups the forms, evidence, notices, correspondence, and approvals connected to a specific lifecycle event. This keeps the complete record for an intake, recertification, interim change, or move-out together, making it easier for staff to understand the context and confirm file completeness.

Yes. FileVision ETR supports document capture, scanning, and import so agencies can add legacy paper files and incoming electronic documents to structured tenant records. Teams can digitize records as part of ongoing work or plan a broader conversion effort. Once captured, documents can be indexed and connected to the relevant household and transaction for retrieval.

Role-based access controls let agencies define which staff roles can view or work with particular records. This is especially important for confidential accommodation requests, grievance files, and sensitive tenant documentation. FileVision ETR supports access by function so teams can limit visibility to authorized users while still giving occupancy, compliance, management, and review staff the records they need.

Yes. FileVision ETR keeps checklists, verification evidence, forms, notices, approvals, and supporting correspondence together for annual recertifications and interim household changes. Configurable workflow status and missing-document tracking help staff see what remains incomplete. The platform organizes the documentation and process records; eligibility decisions and policy interpretation remain with the agency’s authorized team.

FileVision can connect ETR workflows and tenant-record structure with Microsoft 365 and SharePoint where appropriate. This approach allows agencies to retain familiar Microsoft tools while adding housing-specific organization, metadata, and workflow around their files. The exact integration approach and available capabilities should be confirmed during discovery based on the agency’s current Microsoft environment and requirements.

FileVision ETR improves the organization, completeness, and retrievability of documentation requested during internal monitoring or HUD reviews. Search, transaction-based files, missing-document tracking, role-based access, and audit history help staff locate supporting records efficiently. The platform can strengthen audit readiness, although review outcomes ultimately depend on each agency’s practices, documentation, and policy compliance.

FileVision ETR supports authorized, role-based access for teams working across offices and field locations. This helps occupancy, compliance, and management staff retrieve the files relevant to their responsibilities without relying on physical file rooms. Agencies should confirm their preferred access configuration, user roles, and Microsoft Teams requirements during implementation to ensure the solution fits their working model.