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