CONTACTfile Document Manager (add-on) : Designed for those who revise documents in liaison with others.
CONTACTfile Document Manager can help you keep your contracts’ or projects’ documents organised, even when they are moved and revised.
It has all the functionality of CONTACTfile CRM, plus:
- Keep details of contract, jobs, or projects that require documentation
- For each contract, job, or project, keep the details of any number of documents
- Quickly find any document again
- Record list revisions as they happen
- Keep track of transmittals to the parties concerned
- Be reminded to send documents on time, and to chase documents sent out
- Print document list and transmittal events for any one job
- Export documents list and transmittal events to Excel
- Duplicate document lists from one job to another
User notes (Document manager begins at section 14.)