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Features of Filing Clerk
- Page 2
 

   Overview

Options on document collection / input
 

Associated documents

Documents attached to emails are collected with wizard assistance.

Notes (hand-typed documents) can be entered and associated with an existing document

To-Do List
 

Impromptu filters available on

Company
 

Actionee
 

Project or F\older
 

Wizard assistance

Complete a To-Do action
 

Locate a Person in a company
 

Locate a person or company from a phone number
 

Sorting

By any column, Ascending or Descending
 

Support Tables for Companies and Contact Persons
 

Forms

Company Summary
 

Company Detail
 

Reports

Company Summary
 

Company Detail
 

Company Data
 

Impromptu filters available on

Words within Company Name
 

Customer or Supplier
 

City
 

State
 

Web Page
 

Address Data

Street Address
 

PO Box Address
 

Web Page
 

Contact Persons –

data on multiple contact persons are recorded for each company
 

Direct links to Outlook

Using Smart Tags
 

Wizard Assistance

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
 

Export Contacts

Company and Contact details exportable to CSV and XML formats
 

Project or Folder Data
 

Folders

Individual Folders are used to group associated documents
 

Reference Numbers

Two user defined reference number available to identify hard-copy folders.