Managed Document Solutions & Services

Managed print solutions are services that oversee an organization’s printing environment, including devices, supplies, usage, maintenance, and print-related costs. Managed document solutions go further by helping organizations capture, organize, secure, route, retrieve, and retain digital records. FileVision focuses on electronic document and tenant-record management for housing authorities rather than operating printers or supplying print hardware.

FileVision ETR can organize applicant, tenant, participant, landlord, and resident documentation throughout the housing lifecycle. Examples include intake forms, verifications, leases, recertification evidence, interim-change records, inspections, notices, grievances, reasonable-accommodation files, correspondence, and move-out documentation. Records are structured by household and transaction, so related paperwork can be retrieved together when staff need it.

Transaction-based organization groups documents around a specific housing event instead of placing every item only in broad document-type folders. For example, annual recertification forms, notices, evidence, approvals, and checklists remain connected within one recertification transaction. This structure mirrors common housing workflows and helps staff review completeness, understand file history, and locate the supporting documents for a particular event.

FileVision ETR helps teams organize, track, and retrieve records commonly requested during HUD monitoring or internal reviews. Missing-document and exception tracking can highlight incomplete files, while search, audit trails, and transaction-based folders make supporting evidence easier to assemble. The platform supports stronger record readiness, but review outcomes remain dependent on each agency’s practices, documentation, and compliance decisions.

Yes. FileVision ETR uses role-based access controls to help limit sensitive tenant, accommodation, grievance, and other confidential records to authorized personnel. Agencies can apply access according to staff responsibilities, helping teams protect information while maintaining availability for appropriate work. Each agency should configure permissions and operating procedures to reflect its own privacy requirements, policies, and oversight structure.

FileVision can connect ETR workflows and tenant-record structures with Microsoft 365 and SharePoint where appropriate. This approach allows agencies to retain familiar Microsoft tools while adding housing-specific file organization, metadata, and workflow capabilities. Integration requirements should be reviewed during planning so the configuration supports the agency’s existing systems, document practices, and staff responsibilities.

Teams can digitize legacy paper files through document capture, scanning, and import processes, then place records into structured electronic tenant files. FileVision also supports adding approved electronic documents as they are received, allowing agencies to build paperless practices over time. The appropriate conversion approach depends on file volume, document condition, indexing needs, and the agency’s implementation plan.

FileVision ETR is a specialized tenant-record and document-workflow platform, not a full PHA ERP, rent ledger, lease-accounting system, or eligibility-decision engine. It complements core housing systems by organizing the documents, evidence, forms, and correspondence associated with housing transactions. Its integration capabilities can help maintain structured records without requiring agencies to abandon established operational systems.