Features and Benefits
Document Management
- Link user documents such as MS
Excel, Word, Powerpoint to contacts and
companies.
- Merge contact fields directly into MS Word documents without
the need to export contact data to text file or Excel. It allows you to
create personalized letters, memos and faxes.
- Manage and organize your documents easily
using document groups.
- List and view documents by contacts
- List and view documents by companies
- Group MS Office documents for fast access
- Quick access to documents from using My
Workplace function
Screen
shot: Document link list
Screen
shot: Document list in my work place
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