| 摘要 |
Customer documentation is stored to facilitate the provision of access to the information by customers. A storage region accessible by a customer via a network is created and a plurality of documents are stored, each of which defines a commercial, contractual or legal relationship between a provider and the customer. A plurality of folders (e.g. virtual folders) are defined for the customer and each document is associated with one or more of the folders. Details of an expiry date are stored for each of the documents, and a graphical representation of the stored expiry dates is presented to the customer as a time-line. A user for example can scan insurance policy documents and store them remotely. This removes the need to store them safely himself and monitor the expiry dates. Templates may be used to input document data. The invention could also be used to store the following data: driving license, passport, bank details, web logon details, passwords. |
