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

 

Kraft Kennedy Recognized as NetDocuments Partner of the Year

Kraft Kennedy, a consulting firm that specializes in solving critical business problems for law firms, legal departments, corporations, financial services firms and nonprofits, has been named NetDocuments’ 2020 Corporate Law Worldwide Partner of the Year in recognition of leading achievements in technology and systems integrations.
Wed, 25 Nov 2020 15:54:44 CET

Law Society of Alberta Selects Epona for efficient document management

The Law Society of Alberta (Law Society), the regulator of the legal profession in the province of Alberta in Canada, has implemented the Microsoft 365 Epona Matter Center and Epona DMSforLegal.
Tue, 24 Nov 2020 11:38:51 CET

NetDocuments Continues to Report Record Sales, Especially Among Small and Medium Firms

NetDocuments, the leading secure cloud-based content services platform for law firms, corporate legal teams, and compliance departments, today announced unprecedented growth in 2020.
Thu, 19 Nov 2020 14:27:46 CET

Top 200 UK law firm Ellisons Solicitors selects NetDocuments

NetDocuments and Tikit - an Advanced company - today announced that Ellisons Solicitors has selected NetDocuments as its new Document Management System (DMS).
Mon, 09 Nov 2020 14:36:24 CET

UK Law Firm Burges Salmon Modernises Its Work Product Management with Move to iManage Cloud

iManage today announced that UK law firm Burges Salmon has successfully migrated its on-premises implementation of iManage Work to iManage Cloud, modernising the firm with access to the industry’s leading Work Product Management capabilities delivered as a scalable, reliable, high performance cloud service.
Wed, 04 Nov 2020 10:00:03 CET

NetDocuments Joins SALI Alliance, Advocates Legal Classification Standards

NetDocuments, the leading secure multi-tenant cloud-based content services and productivity platform for law firms, corporate legal teams, and business organizations, today announced its support of and membership in the Standards Advancement for the Legal Industry (SALI) Alliance program.
Wed, 28 Oct 2020 13:23:47 CET

Specialist law firm Omnia Strategy chooses Tikit to implement NetDocuments

Omnia Strategy LLP, an international specialist law firm providing world-class solutions to cross-border disputes, has chosen Tikit, a global provider of technology solutions to legal and professional services firms, to implement NetDocuments as its Cloud-based document and email management platform.
Thu, 22 Oct 2020 10:30:45 CEST

Ascertus Takes German Law Firm, Lawentus, Live on iManage Cloud

Hamburg, Germany-based boutique corporate law and commercial law firm, Lawentus, has gone live with iManage Cloud for document and email management, within three months of starting the project.
Mon, 19 Oct 2020 08:01:04 CEST

CLARIUS.LEGAL choose Tikit to implement NetDocuments firm-wide

CLARIUS.LEGAL, a new generation German law firm that combines Legal Outsourcing services with Legal Tech solutions, has chosen Tikit – a global provider of technology solutions to the legal market, to enhance its client experience through the implementation of NetDocuments throughout the firm.
Thu, 15 Oct 2020 16:07:57 CEST

NetDocuments launch Analytics at Elevate 2020 Conference

NetDocuments, the leading secure multi-tenant cloud-based content services and productivity platform for law firms, corporate legal teams, and business organizations, today introduced Analytics, a core technology in their LEARN solution that delivers cloud platform insights to better analyze and understand user behavior, user activity, and enhance user adoption.
Wed, 07 Oct 2020 13:23:18 CEST