Collecting Documents via Video Conference

In addition to basic video conferencing functionality used for a video meeting, screen share and recording, Salestrekker offers several document collection capabilities.

Once the client, partner or other user join the conference, you will be able to see other buttons allowing document capture. 

Note: you will not see document options until the other party joins the conference.

Documents can be captured using a camera scan (please note that client's computer requires a decent camera quality) or document upload from client's computer (if documents are stored on their hard drive).

In addition, client can log in to bankstatements.com.au to automatically upload bank statements and related data.

Camera Scan

User can simply make a selection on the side bar and instruct client to present the document for scanning.

Note that room and screen lighting needs to be correct in order to scan documents at the sufficient quality.  Too much screen lightning can result in the reflection on some types of documents (e.g. Australian Driver Licence).

Once document is positioned in the green box, click on the green camera button to take the screen shot of the image.  Document will be saved in client's deal under the Files tab.

Document Upload

To request document upload, simply click on 'Request Document Upload' button on the side bar.

Client will see a document upload dialog box where they can click and select documents from their computer to upload directly to Salestrekker.

Clients can also drag and drop documents into the document dialog.

Saved documents can be viewed in the 'Files' tab in the deal from where conference was originated.

Have a look at this video demonstrating of this functionality.