Near paperless document management and e-filing
System Features
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Document management system with LibreOffice suite integrated into the CDP and CRM
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Open Data Format compliant word processor, spreadsheet, draw and presentation programs
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All documents stored in a secure SQL database which supports nine different file formats
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Document import, export and conversion facility which supports fifteen different file formats
Document Management
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User defined electronic filing index in tree view format with fast drag and drop file management
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Dynamic linking of documents to customer and staff profiles as well as saving to the e-filing index tree
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Powerful document console with extensive filters for fast document scan, import, search and retrieval
Data Merge
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Extensive merge fields from customer profiles and other management areas in the CDP
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Personalised bulk (mass) mailing blasts to status segmented marketing groups
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Automated e-mail, fax and postal mail document transmission with failure reports
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Flexible document templates with merge fields integrated to specified system reports
CiMSO DOCmanager
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Connect Software Suite
Single or bulk blast e-mail, SMS, fax and snail-mail communications software:
→ COMMunicator
→ DOCmanager
→ MAILmerger
→ SMSmanager
→ PHONEmanager
→ FAXmanager