Document Management

The Document Management software module is integrated into all other modules easily allowing the sharing of business documents throughout the system. Our FileMaker Pro document management system makes things simple. You may have important documents relating to the customer. These documents can be simply managed from within the database and will be associated with Customers, Prospects, Suppliers, Jobs, Templates etc. The file location on the server is automatically created by BusinessMan and the file is uploaded at the push of a button or simply drag the document into BusinessMan.

Easy Find – It's extremely simple to find customers without creating complex queries. Just enter the "find" mode and enter what you're searching for in any of the relevant data fields. All the documents can be found under the Documents tab and can be viewed instantly by all users (given the correct privileges).

Document Management
One Central Location
Full User Privileges
Auditing
Drag and Drop Files
Windows + Mac

Summary

Log a document against a member of staff, for example, an annual staff review or job/work order description document.

Store documents against suppliers, prospects and customers.

Features

Documents can be managed against any part of the system (i.e. customers, suppliers, orders, etc)
Scan documents and insert into system
Upload and delete related documents
Upload documents in your own area
Display user who added document
Display date/time
Custom name for each file
File icon to easily determine type of file
Drag and drop files into BusinessMan

Related Modules

Also see:

Screen shots

Customer Document Management

Upload unlimited documents against each customer. All the user needs to do is provide a filename and BusinessMan takes care of the rest. The file will be logically stored in the filesystem, which will then be immediately accessible to everyone (given the correct privileges).

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Document Management

Manage all of the documents added to the system from all the areas that allow documents.

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Computech IT Services Ltd are certified FileMaker Pro Software Developers and are a member of the FileMaker Business Alliance. BusinessMan is a complete Business Management solution incorporating CRM Software, FileMaker Scheduling and booking software, FileMaker timesheet and Job management software, FileMaker Templates and Order processing software for your business. BusinessMan is your only complete Business Software for Mac and Windows.