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Features of Filing Clerk - Page 2
Options on document collection / input
Documents attached to emails are collected with wizard assistance.
Notes (hand-typed documents) can be entered and associated with an existing document
Impromptu filters available on
Project or F\older
Complete a To-Do action
Locate a Person in a company
Locate a person or company from a phone number
By any column, Ascending or Descending
Support Tables for Companies and Contact Persons
Words within Company Name
Customer or Supplier
PO Box Address
Contact Persons –
data on multiple contact persons are recorded for each company
Direct links to Outlook
Using Smart Tags
City, State, Post Code and Country will auto-fill.
Document body text is presented for cut-and-paste
Name and Address captured to clipboard for envelopes
Company and Contact details exportable to CSV and XML formats
Project or Folder Data
Individual Folders are used to group associated documents
Two user defined reference number available to identify hard-copy folders.