April 10, 2021

IT Documentation Software Helps Resolve Client Issues Faster

By David Weiss

What is IT documentation software?

Document management software is designed to efficiently organize and manage the information required by an IT team to help keep their infrastructure up and running. Documentation software helps IT professionals to find the information needed to close service tickets quickly and better manage projects such as onboarding of clients or employees.

Accelerate IT efficiency with Datto Autotask PSA’s Document Manager

Managed service providers (MSPs) have more information to track than ever. Recent research shows that today’s average MSP has 122 clients. Each of these clients represents a wide range of external devices, software and systems to track. Every new customer also increases your internal recordkeeping responsibilities for everything from resource allocation to invoicing.

The choice of IT documentation software is critical for MSPs to gain maximum visibility into their business. Datto’s Autotask Professional Services Automation (PSA), a cloud-based PSA platform, now has built-in documentation management.


By placing essential documentation at your fingertips, Document Manager streamlines your operations so you can save time and deliver superior service. Drive Tech efficiency, ensure standardized service delivery and elevate understanding of relationships between clients and assets.

Designed specifically for the needs of MSPs, Autotask PSA helps you to improve consistency across your operation. It allows you to clearly outline step-by-step procedures that cut down on errors and save your staff valuable time. Essential information is ready for your entire team to access – key knowledge isn’t locked inside the mind of a single staffer, who may not be available when a disaster strikes.

Documentation can also be associated with PSA tickets. By placing checklists onto documentation, you will not only understand the steps required to resolve an issue and improve front line fix rates, you will also be able to create repeatable processes.. In addition, Document Manager can guide clients to self-help by allowing them to access documents themselves.


Accountability is a key attribute of Autotask PSA Document Manager. It can help technicians to hit their SLA targets and ensure standard procedures for high-quality service. Use Document Manager to quickly create documents to develop standard procedures, and easily reference knowledge base articles and support manuals.

In addition, Document Manager automatically monitors and tracks your clients’ SSL certificates and domains. Automated reminders prior to expiration keep renewals on schedule, so you won’t miss an expiring contract.

All of that in addition to everything else that Datto’s Autotask PSA software can do, which includes:

  • Customer Relationship Management
  • Service Desk and Ticketing
  • Time tracking and Billing
  • Project Management
  • Mobile application
  • Contracts Management
  • Inventory and Procurement
  • Automation of service delivery
  • Invoicing, and much more

Datto’s Autotask PSA can be tailored to your business. Drive further automation through an open APIs and integrations to more than 200 IT and MSP-centric tools. Built on a secure platform, and with a proven track record of 99.99% uptime, Autotask PSA’s Document Manager is a central hub for IT documentation software that you can depend on.

Request a demo of Datto’s Autotask PSA

Benefits of Datto’s Autotask PSA

The best IT Business Management platforms help MSPs to run their businesses more efficiently. That means delivering the best service for your clients and keeping your internal operations streamlined. Datto’s Autotask PSA is a powerful and intuitive cloud-based PSA platform that centralizes all of your business operations. It supplies the latest data to boost your service and productivity levels, and ultimately your profit.

With Document Manager, use PSA to:

  • Streamline documentation use and organization
  • Ensure that your whole team has access to critical information, not just one person
  • Improve technician efficiency
  • Quickly and easily access reference articles and client assets
  • Improve accountability by developing standard procedure documents
  • Load checklists into tickets to create repeatable processes
  • Easily manage expiring contracts—never miss a renewal
  • Gain deeper insights into relationships between clients and assets
  • Track and manage SSL certificates and domains

How to get started with Datto’s Autotask PSA Document Manager

MSPs occupy a competitive world. Superior IT documentation software gives you an edge. Centralize your operations, elevate efficiency, increase customer satisfaction, and build your business with the help of Autotask PSA’s Document Manager.

Contact Datto today to see how Autotask PSA and Document Manager can make a difference for you.

Schedule a demo of Datto’s Autotask PSA

Which systems work with Datto’s Autotask PSA?

Datto’s Autotask PSA can be highly customized for your MSP. Open architecture and APIs deliver tight integration with more than 200 industry-leading IT and MSP-centric tools for maximum efficiency.

Datto’s award-winning core technologies, 24x7x365 service, support, and cloud management portal are included with every deployment.

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