Electronically Storing Documents with SecureDocOne

Stored Documents  

With a SecureDocOne subscription, many documents generated within the RouteOne system can be stored within SecureDocOne. Examples of documents that can be stored include:  

• Aftermarket  

• Contract  

• Contract Package  

• Credit Application  

• Credit Card Terms & Conditions  

• Credit Report  

• Credit Report Disclosures  

• Credit Score Disclosures  

• Decision Details  

• Government  

• Miscellaneous  

• Services/Parts  

• Vehicle  

Documents are not stored automatically. They MUST be manually stored from the SecureDocOne tab.  

Uploading Documents  

To start adding new documents to SecureDocOne, click the ‘Upload Documents’ option within the ‘SecureDocOne’ tab. You will be directed to the ‘SecureDocOne Upload Document’ page.  

The ‘Archived Document Access’ permission is required to be able to upload documents. 

Complete as many fields as possible (the highlighted fields are required). Completing more fields will make it easier to locate the document later.  

Click the ‘Choose File’ button to start the uploading process.  

Use the ‘Document Type’ dropdown to label the type of document being uploaded.  

Click the ‘Submit’ button. Once submitted, you will receive a success message.  

Uploaded documents will be available within one (1) business day for retrieval through the ‘Search for Documents’ page within the ‘SecureDocOne’ tab.  

Locating Documents  

To search all document types, click the ‘Search for Documents’ option within the ‘SecureDocOne’ tab.  

Begin searching for your document by making a selection from the ‘Document Type’ drop down, or by entering applicant/co-applicant information (use a minimum of one character and an asterisk (*) for a wildcard search).  

Click the ‘Submit’ button.  

A new window will open showing the search results. Right-click on the document to display a list of actions.  

• History: Shows the user that viewed the document and the action they performed.  

• Notes: Allows the user to add notes to the document without altering the document.  

• Print: Allows the user to print the document.  

• Send To: Allows the user to save the file to his or her computer or send as an email attachment.  

• Delete: Allows the user to delete the document.  

• Open in New Window: Allows the user to open the document in a new window.  

• Create List Report: Allows the user to print the ‘Hit List.’ 

Select the document you wish to view by double clicking it and it will appear in the lower window.  

Right-clicking on the document in the lower window brings up a list of Adobe® Acrobat Reader® functions.  

After reviewing your selected documents, close the window and you will be returned to the ‘SecureDocOne’ tab within RouteOne.  

If you receive a message saying ‘No Documents Found’, close the window and return to your search criteria. Make sure you entered your search criteria correctly, and that you’ve selected a date range. 

FAQs