Document Retrieval

FINDING DOCUMENTS

search form“Design the index fields and document types how you need them…”

FileDirector can be easily customised to suit your company’s exact needs. FileDirector works with the following concepts:
 

  • Cabinets 
  • Document Types
  • Index Fields

 

 

Cabinets – Quite simply, a cabinet is the overall container where your information is stored. Typically a company will have one cabinet and everything will be stored in here, but in certain cases it may be suitable to create more than one cabinet to improve security. Departments can self manage a cabinet without affecting anyone else.

Document Types – Within the cabinet you have document types such as invoices, sales orders, statements. For each document type you can specify security rights, so only users in HR can have access to the HR records.

Index Fields – Within the document types you can specify whatever index fields you need. If you have a document type for purchase invoices you might specify Date, Invoice Number, Order Number, Supplier, Net, VAT & Gross. For statements you might only need supplier and date.

“A well designed cabinet will enable you to search and find information so much faster …” 

 

AT WORK IN YOUR ACCOUNTS DEPARTMENT  

If you work in the accounts department and you are forever having to look up invoices, FileDirector will save you huge amounts of time. Perhaps everything you do relates to your company order number. Keying this into FileDirector in the search box will bring back everything against that number within seconds.  This works well for any simple document, such as:

  • Invoices
  • Delivery / Despatch Notes
  • Application Forms

 

doclisting

 

FLEXIBLE APPROACH FOR VIEWING 

These days we all need to work flexibly and we need information wherever we are. FileDirector has its own Windows client program – WinClient but also has a superb web interface that means you can view files on any platform – Mac, PC & Linux as well as out an about on your iPhone, iPad or other smartphone. 

 

viewer

 

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Ascertus Limited Expands the Organisation in Response to Business Growth Across Europe

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Baker McKenzie Selects iManage Cloud as its New Global Work Product Management Platform

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Cove Hill Partners Makes Strategic Investment in NetDocuments

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Austrian Law Firm Binder Grösswang Moving to iManage Cloud

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Mon, 13 May 2019 08:51:31 CEST

Am Law 200 Firm Dickinson Wright Selects NetDocuments’ Cloud Platform

NetDocuments, the leading secure cloud-based content services platform for law firms, corporate legal teams and compliance departments, today announced that Dickinson Wright, an Am Law 200 firm with 450 attorneys across 19 offices has selected NetDocuments as its secure cloud-based content services platform.
Wed, 08 May 2019 10:20:56 CEST

Am Law 100 Ranked Wilson Sonsini Goodrich and Rosati Transitions to the Cloud with NetDocuments

NetDocuments announces that premier technology and life sciences law firm Wilson Sonsini Goodrich and Rosati (WSGR) has selected the company’s platform as a key step in the firm’s ongoing strategy to move their entire technology stack to a cloud-based model.
Tue, 07 May 2019 12:33:41 CEST

The State of Microsoft’s Matter Center

Quietly seeing explosive growth in legal (part 1 of 2) History -  At the end of 2015, with tremendous excitement, Microsoft released to Github all the source code for their ‘highly acclaimed” Matter Center.  The Matter Center was developed by Microsoft Legal Department for the sole purpose of providing an easy to use mechanism to turn Office365 and SharePoint online into a world class legal document management system. During 2014 and 2015, Microsoft had shown the Matter Center off at various legal technology venues to great fanfare, leading to much anticipation for its release and support to the legal community.  
Tue, 07 May 2019 07:12:59 CEST

Morae Global Acquires Content Management and Digital Transformation Provider Phoenix Business Solutions

Morae Global Corporation, the premier supplier of full-service, technology-enabled, integrated solutions to corporate legal and compliance functions, today announced that it has acquired professional services information management specialist Phoenix Business Solutions.
Thu, 02 May 2019 09:07:33 CEST

NetDocuments Introduces SetBuilder to Simplify Document Organization for Transactional Closings and More

NetDocuments, the leading, secure cloud-based content services platform, today introduced SetBuilder, the fully-integrated NetDocuments application based on the acquisition of Chapman and Cutler’s Closing Room solution.
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