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