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Document Management
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We believe document
management software is vital to improving company
efficiency and productivity.
Design For Tomorrow supports three
software products offering varying degrees
of document management
functionality. Each software is capable of enhancing workflow, including
document management.
Just some of the kinds of companies
benefiting from this technology,
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Financial Planners & Investment Advisors |
Insurance Agencies |
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CPA and Accounting |
Mortgage Brokers |
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Real Estate |
Broker Dealers |
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Appraisers |
Building Contractors |
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Credit and Collection Agencies |
Manufacturers Reps |
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Recruiters |
Architects |
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 Cabinet
NG
is enterprise grade software
compatible with most business applications. Cabinet NG offers automated
workflow management with sophisticated document security. It will transform
document management into an integral part of your work process, and not a
filing afterthought.
Cabinet NG
integrates with nearly all business applications including crm, accounting
and
proposal management.
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Scan and Organize
is software built specifically
to
enhance Act! by Sage.
Scan and attach documents to Act! records from your scanner or by manual attach. You
choose to
attach to Notes or
History or the Documents tab.
Use the
Scan and Organize
“Organizer” tab to preset Act! records to automatically open
to the Current
Contact’s folder anywhere on your network.
Eliminate the hunt and peck for
client documents. 
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Additional functionality includes,
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Scan documents directly to
the contact’s computer or network folder. |
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Automatically Open the
associated contact’s folder inside of ACT! by looking up the contact!
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Perform file management
functions from within ACT! such as copy, paste, rename, delete, send to,
etc. |
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Scan documents as PDF, TIFF,
JPG, BMP, PNG and even optional OCR Text. |
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Automatically assign keywords
to documents during scan. |
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Save document keywords to a
specific field in ACT! for easy searching. |
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Drag and Drop support from
Windows Explorer, Paperport, etc. |
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DocAdmin is
software built specifically to enhance Act! by Sage.
Scan and attach documents right from within ACT!
2008 and AC T! 2009- with only one click!
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Single-click scan and attach
documents right from within ACT! 2008 and
ACT! 2009 |
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Easily print and share documents in
standard PDF format |
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Works with virtually any scanner
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Easy to learn and use
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DocAdmin is the perfect tool to keep
you organized with the touch of your finger. Simply place any document in
your scanner, hit the
DocAdmin "One-Click" button on the
ACT! toolbar, and your document is scanned and attached to that contact.
If you have client paperwork crowding your
desk and file cabinets,
CabinetNG,
Scan and Organize, or
DocAdmin will help you get organized, so
you can save time and focus on better managing your business. |
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