ClickDocs Logo

Digitize your paperwork process, from start to finish! New Service: Archiving

Are you still printing all of your documents and keeping them in folders? Experience a new era of document management with our automated solution designed specifically for car dealerships — It’s simple, secure, and always at your fingertips.

Product Features

AI Document Tagging

We use AI to recognize the type of document uploaded and tag it accordingly.

Automated Document Checklist

Customized to your requirements and gives a live view of uploaded and missing documents.

Simultaneous Access

Enable multiple users to access vehicle files at the same time — Sales Rep, F&I, Sales Manager, and more.

Automated Garage Register

Automatically completes the garage register by pulling info from other areas of the platform.

Digital Deal Jacket

Manage all deal documents digitally, streamlining storage, access, and compliance.

Digital Inventory Files

Upload essential docs into inventory dockets. When marked sold, they migrate automatically.

Instant Document Retrieval

Quickly locate files by Stock#, Deal#, Customer, VIN, Make, Model, or Year.

Direct Browser Upload

Upload docs directly from your browser using our Chrome extension — no printing required.

Splitting Consolidated PDFs

Upload one large PDF, we’ll split and auto‑identify each document.

Document Merge

Combine multiple PDFs into a single file for sharing or printing.

Document Split

Split large PDFs into individual pages and organize each page separately.

Email Direct to Customer

Send documents directly from the deal jacket to simplify handovers.

User Permissioned Access

Access controlled by user roles, ensuring only authorized staff see sensitive data.

User Activity Logs

Track access and modifications for accountability and compliance.

Controlled Access

Restrict portal entry to approved IP addresses for added security.

Dedicated Servers

Each dealership gets a dedicated server — maximum speed and security.

Services

Archiving

New

We set up your ClickDocs account and help your team digitize previous months and years of boxed documents on‑site. This can be provided as a recurring monthly service, or we can train your staff to manage ongoing archiving in‑house. Our specialists will also come to your dealership and handle the scanning for you as a full service option. We do not pick up, store, or shred physical documents; instead, we enable your staff with a streamlined ingest workflow and retention policy templates.

  • • On‑site onboarding, folder structure, and scanning playbooks.
  • • Automated naming, tagging, and deal matching on upload.
  • • Searchable archive with export bundles for audits.
  • • Available as a recurring monthly service.
  • • Option to train your staff for in‑house archiving.

The ClickDocs Advantage

Robust Security

Enterprise‑grade encryption, IP restrictions, and role‑based access controls ensure only authorized staff can view sensitive documents.

Permanent Data Storage

Immutable retention options safeguard against accidental deletion and meet compliance requirements for long‑term record keeping.

Permissioned & Tiered Access

Granular permissions let you decide who can view, upload, or edit, ensuring every team member only sees what they need to.

Efficient Audit Support

With instant search and one‑click export, you can provide auditors everything they need in minutes rather than days.

Access Logs

Detailed logs show exactly who accessed, changed, or shared files—improving accountability and security oversight.

Garage Register Automation

Automatically populate garage registers with deal data, eliminating duplicate entry and ensuring compliance accuracy.

Environmental Impact

Each automotive deal in Canada generates an average of 30–35 sheets of paper between sales, F&I, and compliance documents. With over 3.5 million new and used cars sold annually, that’s more than 105 million sheets of paper every year.

Producing that much paper consumes an estimated 12,600 trees annually, the equivalent of covering 48 football fields of forest. Ontario alone, representing about 40% of Canadian car sales, accounts for over 5,000 trees cut each year just for dealership paperwork.

The paradox: in 2024, 147,000 electric vehicles (excluding Teslas) were sold in Canada. Dealers are cutting down trees to sell cars marketed as environmentally friendly. By going paperless with ClickDocs, dealerships can eliminate this contradiction and align operations with sustainability goals.

By the Numbers

  • • 3.5M total car sales annually in Canada
  • • ~30–35 sheets per deal = 105M pages
  • • 12,600 trees cut every year for paperwork
  • • ~5,000 trees from Ontario dealerships alone
  • • 147,000 EVs sold (non‑Tesla), still on paper
  • • 48 football fields worth of forest consumed

FAQ

Is digital storage allowed for deal paperwork?

Yes. OMVIC, CRA, most lenders, and OEMs accept digital document retention when records are complete, legible, and securely stored with audit trails. The biggest misunderstanding in the industry is that dealers must keep hard copies—ClickDocs is designed specifically to meet digital retention standards.

Can we keep our scanners and cloud drives?

Absolutely. Use your existing MFPs and cloud storage. ClickDocs watches ingest folders, auto‑parses PDFs, and files them into the right deal with tags and checklists.

What about multi‑rooftop groups?

Configure shared templates, access policies, and search across all stores. Central teams get instant visibility while rooftops retain control.

Do you handle shredding or off‑site storage?

We do not pick up, store, or shred physical documents. We equip your team to digitize and manage retention in‑house with clear playbooks and hands‑on onboarding.

Contact Us

For early access, reach out to us at support@clickdocs.ca