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Document management increases efficiency by:
- Facilitating quick and easy retrieval and use
- Processing information from scanned, imported and internally generated sources
- Providing a progress overview of client communication
- Storing current and historical data concurrently
- Synchronizing communication with all key client dates
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Document activity is tracked by:
- User defined indexing
- Recording receipt dates
- Password protecting access
- Monitoring access to records
- Utilising electronic client files
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Records are easily accessed by:
- Storing in a central location
- Having a logical retrieval path
- Providing a rapid response to data queries
- Handling all document and communication formats
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