SUBJECT:
Sincerely,
DIGITALLY
PREPARED
PREPARED
Workspace / Dashboard
HJ
Documents
0
All saved documents
This month
0
Companies
0
Letterheads ready
Banks
0
In your address book
Follow-ups
0
No leads yet
Activity
Documents and quotations created over the last 14 days.
Recent documents
This month
A snapshot of quotations and leads.
Quoted
₹0
0 quotations
Win rate
—
No closed leads yet
Pipeline
Recent quotations
New business letter
Changes appear instantly on the A4 letterhead preview.
Document details
Recipient
Content
Message
Documents
Every document your team has saved. Open one to edit it, or select several to delete in bulk.
Documents
| # | Document | Type | Bank | Created | Last edited | Status | Copy | Edit | Delete |
|---|
Showing 0 of 0 entries
Companies
Maintain your letterheads and business details.
Companies
| # | Company | Contact | Letterhead | Created | Last edited | Edit | Delete |
|---|
Showing 0 of 0 entries
New company
Letterhead, signature, and envelope branding for this company.
Upload a full-page A4 design (PNG/JPG) to use as the background for this company's letters instead of the plain letterhead.
Upload a scanned signature (PNG with transparent background works best) to stamp on this company's quotations automatically.
Only matters if you've uploaded a letterhead design above. Controls how far down the page your recipient/body text starts — raise this if text overlaps your header artwork, lower it if there's wasted blank space at the top.
Upload a full envelope design (PNG/JPG) to use as the background when printing envelopes from this company — the recipient's address is overlaid on top automatically.
Banks
Keep recipient details ready for the next document.
Banks
| # | Bank | Branch | Contact person | Created | Last edited | Edit | Delete |
|---|
Showing 0 of 0 entries
Bank Tracker
Track record and e-waste collection, cheque and payment status per bank branch.
Bank Tracker
| # | Bank | Branch | Mobile | Date | Record | Rec Amt | Papermill Cert Due | E-waste | E-waste Amt | E-waste Cert Due | Post Ready | Post | Tracking ID | Delivered | Cheque | Payment | Envelope | Created | Last edited | Edit | Delete |
|---|
Showing 0 of 0 entries
New bank tracker record
Track record and e-waste collection, cheque and payment status for this bank branch.
Details
Record & e-waste
Post & delivery
Payment
Envelope
Print a standard business envelope — pick who it's from and who it's to.
From (sender)
To (recipient)
Envelope address
Kept separate from this bank's main address used on letters — edit freely here just for the envelope.
Saved envelope addresses
Quotation
Prepare one quotation, then generate it on up to three companies' letterheads.
Saved quotations
| # | Bank | Date | Total | Created | Last edited | Copy | Edit | Delete |
|---|
Showing 0 of 0 entries
New quotation
Fill in the details below, then generate it on up to three companies' letterheads.
Quotation details
Items
| # | Item description | Qty | Rate (₹) |
|---|
When checked, the rates entered above are treated as GST-inclusive and each generated quotation shows a Taxable Value / CGST 9% / SGST 9% breakdown instead of a plain total.
Total (Company 1): ₹0.00
Companies to generate
Company 2 and 3 automatically quote lower than Company 1 by the percentage you set here — applied to every item's rate.
Rate Offers
Generate and manage bank minimum scrap destruction pricing approval letters.
Saved rate offers
| # | Bank | Date | Rates Count | Created | Last edited | Copy | Edit | Delete |
|---|
Showing 0 of 0 entries
New rate offer
Prepare a scrap destruction pricing offer for bank approval on the company letterpad.
Bank & Offer Details
EDITABLE
Scrap Rate Pricing (₹ / Kg)
Edit the rate values below for each scrap category. All other letterpad text and formatting is automatically applied in the background.
Advanced: Custom Letter Text & Terms (Optional)
Weight Records
Report the net weight of old records handed over for destruction and pulping, by category, with computed totals.
Saved weight records
| # | Bank | Date | Total | Created | Last edited | Copy | Edit | Delete |
|---|
Showing 0 of 0 entries
New weight record
Report the net weight of old records handed over for destruction, by category, with computed totals.
Weight record details
Record categories
| # | Record | Weight (Kg) | Rate (₹) | Total (₹) |
|---|
Total Amount: ₹0.00
Record collection lists
Record what you're collecting from each bank and which years it covers, then print or save it as a handover list.
Saved record collection lists
| # | Bank | Date | Items | Created | Last edited | Edit | Delete |
|---|
Showing 0 of 0 entries
New record collection list
Add each record type and the years it covers, then save, print, or download.
Details
Uses that company's signature image from Companies, if one is uploaded there.
Records
Period breakdown
| # | Record type | From (month/year) | To (month/year) |
|---|
CRM
Track bank leads, follow-ups, and calls.
Lead
Log a follow-up / call
Activity history
Quotations sent to this lead
Message templates
Reusable body-text snippets you can insert into any letter.
Message templates
| # | Template | Preview | Created | Last edited | Edit | Delete |
|---|
Showing 0 of 0 entries
Item catalog
Save your commonly-quoted items with a default rate, so quotations don't need everything retyped from scratch.
Item catalog
| # | Item | Default rate | Created | Last edited | Edit | Delete |
|---|
Showing 0 of 0 entries
Admin
Manage your team, workspace settings and data. Only admins can see this area.
Loading overview…
Team & access
Decide who can sign in, what they can see, and what they can change.
What each role can do
Admin
Full control
Everything in the workspace, plus this Admin area: team, backups, settings and the activity log.
Staff
Day-to-day work
Creates and edits records in the sections they can access. You can switch deleting off, and limit them to specific sections.
Viewer
Look, don't touch
Read-only. Can open and read the sections they can access, but can't create, change or delete anything.
Lists & catalogs
The dropdown choices used across the app. Changes apply to everyone straight away.
Document types
Categories offered when creating a document.
Record types
Categories offered when building a Record Collection List.
Bank names
Admin-managed master list that seeds the "Bank name" suggestions when adding a branch — add a bank here before its first branch exists, or clean up a wrong entry.
Holidays
Admin-managed list of non-working dates (in addition to Sundays), used to push certificate due dates in Bank Tracker forward to the next actual working day.
Certificate templates
Pick which Message Template and company letterhead to use when generating each certificate from Bank Tracker's "Generate" buttons — once saved, Generate fills and downloads the PDF straight away.
Appearance & display
How printed documents look, and how lists behave for everyone.
Document appearance
Control what appears at the bottom of every printed document and quotation. Nothing here is fixed — turn either off, or change the wording to whatever you'd like.
Live preview
This is roughly how the corner stamp and footer note will appear on a document.
Table display
How many rows every list shows per page by default. Anyone can still change it on a list with its own "Show entries" menu.
Backup & data
Your data lives on the server and is shared by everyone. Keep it safe.
Backups
The server saves a dated snapshot of everything once a day. You can also take one right now, download it, or restore from it.
Danger zone
Resets every company, bank, document and setting back to a fresh start. It affects everyone and can only be undone by restoring a backup, so take one first.
Activity log
Every sign-in and change, most recent first.
| Date & time | User | Action | Details |
|---|
Showing 0 of 0 entries
My account
Your profile, password, and what you have access to.
Profile & password
How you appear to teammates — your name and avatar colour, shown on the dashboard and in the top corner.
HJ
Change password
Appearance
Choose how ANHA DocCraft looks on this device. "Auto" follows your phone or computer's light/dark setting.
Your access
What your admin has set up for your account.
What's new
The latest changes, newest first.
About this app
If something looks different from what you expect, quote this version when you tell us.
ANHA DocCraft ·