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

 

Forsters Selects NetDocuments’ Cloud Platform

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Prominent Mexican Law Firm and Meritas Member Cuesta Campos Selects NetDocuments Cloud Platform

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World Software Corporation Announces Record Sales for April as Well as Top First Quarter Revenue

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Gray Reed Selects and Implements NetDocuments’ Cloud Platform

NetDocuments, the leading secure cloud-based content services platform for law firms, corporate legal teams and compliance departments, today announced that Gray Reed, a full-service, 150 lawyer firm with offices in Dallas, Houston and Waco, has selected NetDocuments as its secure cloud-based content services platform.
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Leading Brazilian Firm Motta Fernandes Advogados Selects NetDocuments Cloud Platform

Motta Fernandes Advogados, a leading full-service law firm in Brazil and member of the Latin Lawyer 250, has chosen NetDocuments as its cloud-based document and email management platform.
Thu, 16 May 2019 12:06:12 CEST

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

Ascertus Limited announces new appointments across the organisation as the company prepares to support business growth and achieve its strategic objectives in 2019-2020.  
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