Chartsoft : Document Management







Friday 30th July 2010

 

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Welcome

Go Green

    Save time

        Save Money

                Save space

Control all your documents and vital information on a central SQL server

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

Document activity is tracked by:

  • User defined indexing
  • Recording receipt dates
  • Password protecting access
  • Monitoring access to records
  • Utilising electronic client files

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

        Efficient recording and retrieval is achieved by:

  • Adding information to the system upon receipt
  • Processing data within the server memory
  • Storing multiple file formats within the clients' password protected structure
  • Enabling concurrent users to access the system
  • Storing all activities and communication in a consistent manner
  • Forwarding electronic communication to managers for approval prior to despatch
  • Retaining and updating multiple records simultaneously

        The system eliminates the need for paper-based records by:

  • Permitting only authorised personnel with password protected access to archive records
  • Enabling authorised users to apply either the automatic or practice defined indexed priorities
  • Activating the 'read-only' options to permit other authorised personnel to review documents without printing or editing
  • Using existing data to populate core information automatically
  • Allowing daily scanned correspondence to be forwarded to the appropriate personnel for review
  • Scanning historical records to add to clients files for future planning
  • Maximising all electronic communication opportunities

Akhtar & Co 11 Regent Place Rugby Warwickshire. CV21 2PJ. Tel: 01788 579449.
Registration Number 3267543 Registered Office 16 Bromleigh Drive Coventry. CV2 5LX.