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

 

iManage Releases Records Manager 10.1 Delivering Advanced Dashboard Capabilities

iManage, the company dedicated to transforming how professionals work, announces the immediate availability of iManage Records Manager (IRM) 10.1, the newest version of its industry-leading Information Governance and Records Management product.
Wed, 06 May 2020 09:24:36 CEST

Culhane Meadows law firm in full production with Epona DMS Solutions – Matter Center, DMSforLegal and Office 365

Culhane Meadows law firm, ranked by U.S. News as one of the Best Law Firms in Technology Law in America and recently a focus story on firms that have been able to remain in full service to their clients during the Covid pandemic, is pleased to announce they have been utilizing Epona solutions of the Epona Matter Center and DMSforLegal to make their recent investment into Microsoft’s platform-as-a-service with Microsoft 365 Business a seamless document and email management solution.  
Tue, 05 May 2020 16:53:55 CEST

King & Wood Mallesons Embraces iManage Cloud in Europe, Middle East, US

iManage, the company dedicated to transforming how professionals work, today announced that King & Wood Mallesons – a leading international law firm with over 2,400 lawyers in 28 locations around the world – is leveraging its move to the iManage Cloud in its Europe, Middle East, and United States offices as part of the firm’s commitment to innovation.
Tue, 05 May 2020 08:32:41 CEST

Commercial Real Estate Law Specialist, Maples Teesdale, Selects Ascertus for iManage Cloud Implementation

Maples Teesdale, the UK’s leading commercial real estate specialist, property legal services provider, has chosen Ascertus Limited to help the firm implement document and email management system, iManage Cloud.
Tue, 05 May 2020 07:03:52 CEST

NetDocuments Adds New CFO, CMO and VP

NetDocuments, the leading secure multi-tenant cloud-based content services and productivity platform for law firms, corporate legal teams, and compliance departments, today announced the addition of Hugo Doetsch as its Chief Financial Officer (CFO).
Tue, 28 Apr 2020 18:50:51 CEST

Tikit announces Council of Europe go live with NetDocuments in time for remote working

Tikit, a global provider of technology solutions for the legal and professional services sectors, today announced the successful implementation and roll out of NetDocuments for the Directorate of Information Technology of Council of Europe.
Tue, 24 Mar 2020 11:44:52 CET

Danish Law Firm Plesner Appoints Ascertus for DMS Upgrade and Ongoing Support

Copenhagen-based, leading Danish business law firm, Plesner, has appointed Ascertus Limited as its implementation partner, to help the organisation upgrade its iManage Work document and email management system to the latest version, for its 400 users of the solution.
Mon, 02 Mar 2020 09:13:25 CET

NetDocuments Delivers Secure and Collaborative Cloud Platform for Small-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 2019 among law firms ranging from one to 75 lawyers.
Tue, 11 Feb 2020 13:40:09 CET

iManage Reports Double-Digit Growth Across All Customer Segments

iManage, the company dedicated to transforming how professionals work, today announced that the company’s investment in its Cloud, Platform and Customer Success Program has resulted in double-digit customer growth across multiple segments.
Tue, 04 Feb 2020 13:49:21 CET

NetDocuments Introduces Cloud Enhancements to Kick-off New Year

NetDocuments, the leading secure cloud-based content services platform for law firms, corporate legal teams, and compliance departments, today announced several new platform enhancements to further accelerate performance, productivity and efficiency. These new features will be available in February.
Tue, 04 Feb 2020 13:23:35 CET