1-888-851-7988 | support@clickdocs.ca | Book a Demo
Secure Document Management for Canadian Business

The paperless standard for document-driven teams.

ClickDocs replaces filing cabinets and bankers boxes with a secure, compliant digital platform for organizations that manage high volumes of critical documents.

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100%
Paperless deal jackets
100%
OMVIC compliant
$0
Hardware required
1
Platform for everything
Deal #4821 — Document Checklist
✓
Driver’s Licence Copy AI Tagged
✓
MVDA Bill of Sale AI Tagged
✓
Financing Agreement AI Tagged
Insurance Slip
Warranty Registration
Trade-In Appraisal
Accepted by
OMVIC CRA Major Lenders OEM Partners Multi-Rooftop Groups
Industries We Serve

One platform, built for document-heavy operations.

ClickDocs is trusted across industries where compliance, retention, and fast retrieval matter. Our roots are in automotive retail — and the same secure foundation extends to any organization that manages critical records.

01
Automotive Retail
Digital deal jackets, inventory dockets, and audit-ready records built specifically for dealerships.
02
Finance & Insurance
Secure handling of applications, agreements, and supporting documents with full role-based access.
03
Professional Services
Centralized, searchable document management for firms handling sensitive client files.
04
Compliance-Driven Organizations
Immutable retention, activity logging, and one-click audit exports for regulated record keeping.
05
Multi-Location Operations
Group-level templates, access policies, and cross-site search with per-location control.
06
Records & Archiving
Turn years of boxed paperwork into a secure, searchable digital archive.
Platform Features

Every document, exactly where it belongs.

From AI document recognition to instant retrieval — ClickDocs manages your entire deal workflow without a single piece of paper.

01
AI Document Tagging
Automatically recognizes uploaded documents and tags them by type. No manual sorting, no misfiling.
02
Automated Document Checklist
Live view of uploaded and missing documents, customized to your dealership’s exact requirements.
03
Simultaneous Access
Sales Rep, F&I, and Sales Manager can all access the same vehicle file at the same time.
04
Automated Garage Register
Auto-completes the garage register by pulling information directly from deal data — no duplicate entry.
05
Digital Deal Jacket
All deal documents managed digitally. Streamlined storage, instant access, and full compliance.
06
Digital Inventory Files
Upload docs into inventory dockets. When a vehicle is marked sold, documents migrate automatically.
07
Instant Document Retrieval
Search by Stock#, Deal#, Customer, VIN, Make, Model, or Year. Results in seconds.
08
Direct Browser Upload
Upload documents from your browser via our Chrome extension. No printing, no scanning queues.
09
Split & Merge PDFs
Upload one consolidated PDF — we split and identify each document. Or merge multiple files into one.
10
Email Direct to Customer
Send documents directly from the deal jacket to your customer. Simplifies every handover.
11
User Permissioned Access
Role-based access controls ensure only authorized staff view sensitive deal information.
12
Dedicated Servers
Each dealership receives a dedicated server. Maximum performance and maximum security.
Services

On-site archiving to get you started.

Years of boxed documents don’t have to stay that way. Our archiving service digitizes your back catalogue and integrates it into ClickDocs.

01
On-Site Onboarding
Our specialists arrive at your dealership to set up folder structure, scanning playbooks, and staff training.
02
Automated Naming & Deal Matching
Every document is automatically named, tagged, and matched to the correct deal on upload.
03
Searchable Archive with Audit Bundles
Your entire archive becomes searchable. Export bundles for auditors in minutes, not days.
04
Recurring Monthly or In-House Training
Available as a recurring monthly managed service, or we train your staff to handle it independently.
New Service
Archiving
We do not pick up, store, or shred physical documents. We equip your team with streamlined ingest workflows and retention policy templates — your data stays in your control.
Enquire About Archiving
In Development
Vantage by ClickDocs
A new appraisal and inventory tool for automotive teams — bringing ClickDocs’ document discipline to how dealers value and manage vehicles. Coming soon.
Get Early Access
The ClickDocs Advantage

Built for compliance, security, and scale.

Enterprise-grade infrastructure with the simplicity your team expects.

Robust Security
Enterprise-grade encryption, IP address restrictions, and role-based access controls ensure only authorized personnel 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 exactly who can view, upload, or edit. Every team member sees only what their role requires.
Efficient Audit Support
Instant search and one-click export means auditors receive everything they need within minutes — no more scrambling before an inspection.
Full Activity Logging
Detailed logs show exactly who accessed, modified, or shared every file — a clear chain of accountability across your entire organization.
Garage Register Automation
Garage registers are populated automatically from deal data, eliminating duplicate entry errors and ensuring compliance accuracy.
Environmental Impact

Dealerships are cutting forests to sell electric vehicles.

Each automotive deal generates 30–35 sheets of paper. With 3.5 million vehicles sold annually in Canada, that’s over 105 million sheets — and 12,600 trees — every year.

105M
Sheets of paper per year across Canada
12,600
Trees felled annually for dealership paperwork
5,000+
Trees from Ontario dealerships alone
147K
EVs sold in Canada in 2024 — still on paper
“In 2024, 147,000 electric vehicles were sold in Canada. Dealers are cutting down trees to sell cars marketed as environmentally friendly.”
ClickDocs allows dealerships to close the gap between their sustainability messaging and their back-office reality. Ontario alone accounts for over 5,000 trees cut each year just for dealership paperwork.
Frequently Asked Questions

Answers to common questions.

Is digital storage permitted for deal paperwork?
Yes. OMVIC, CRA, most lenders, and OEMs accept digital document retention provided records are complete, legible, and securely stored with proper audit trails. ClickDocs is built specifically to satisfy these standards.
Can we keep our existing scanners and cloud storage?
Absolutely. ClickDocs integrates with existing MFPs and cloud storage. It watches ingest folders, auto-parses PDFs, and files documents to the correct deal with tags and checklists.
How does ClickDocs handle multi-rooftop dealer groups?
Shared templates, access policies, and cross-store search are configurable at the group level. Central leadership gets full visibility while individual rooftops retain operational control.
Do you handle document shredding or off-site storage?
We do not collect, store, or shred physical documents. We equip your team with tools and workflows to manage digitization and retention in-house, with full playbooks and onboarding support.
Contact Us

Ready to go paperless?

Speak with our team to arrange a live demonstration. We’ll walk you through the platform, answer your compliance questions, and outline a transition plan.

📞
Telephone
1-888-851-7988
✉
Email
support@clickdocs.ca
Request a Demo
We will respond within one business day.
Submit Request