- Replicates your current manual filing system. You can use the same colour coding for different document types and categories as well as document 'threading' within each correspondence or client file.
- Its very fast. All the documents in a correspondence file or client file are simultaneously opened in a couple of seconds. Documents can be quickly read or browsed or 'flicked through' along with powerful search and view facilities to narrow down and refine searches.
- Comprehensive search and view facilities exist so that individual documents or groups of documents within a correspondence or client file can be searched for by Date, Document Type, Category etc as well as 'free text' searching. Annotated notes can even be added that are similar to written 'post it' notes.
- Less photocopying, no manual filing and physical storage is eliminated.
- Easy to use. Windows application and no changes are required to present flow of generating or receiving different documents. All outbound documents are automatically captured e.g. letters and e-mails etc whilst they are being printed . In bound documents are scanned and indexed or 'tagged' to a correspondence or client file.
- A permanent central record is kept of all correspondence and client files that cannot be lost or mislaid. By using a SQL database together with compression and encryption of the actual documents so that they cannot be changed or altered satisfies corporate compliance and makes for easy backup and restoration.
- Security levels by Group, Role and user can be applied so that sensitive files and documents are kept away from prying eyes e.g. HR files, personal tax files, sensitive agreements etc
- Up to date filing together with ease of access across the network will improve efficiency, improve customer service, reduce time searching for and finding files and result in increased sales.