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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Clearlake Capital-Backed NetDocuments Completes Acquisition of Award-Winning Collaboration Solution ThreadKM

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Leading Canadian Law Firm Stikeman Elliott Lays Foundation for the Future with iManage Work Product Management

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Tue, 14 Nov 2017 13:54:44 CET

RadcliffesLeBrasseur Awards iManage Work Support Contract to Ascertus

Ascertus Limited, a provider of document and information lifecycle management solutions to law firms and corporate legal departments, has won the contract to provide iManage Work Product Management system support services for RadcliffesLeBrasseur.
Mon, 13 Nov 2017 08:04:46 CET

iManage Cloud Delivers Simplicity and Security for Boutique Family Law Firm Honsa Rodd Landry

iManage, the company dedicated to transforming how professionals work, today announced that Honsa Rodd Landry, P.A.—a boutique Minneapolis-based law firm focused exclusively on family law—has selected iManage Cloud for their Work Product Management platform.
Thu, 19 Oct 2017 13:04:41 CEST

Global/Am Law 100 Firm Sheppard Mullin Selects NetDocuments’ Leading Cloud Platform

NetDocuments, the leading cloud-based document and email management (DMS) platform for law firms and corporate legal departments, announced today that Sheppard Mullin, a Global and Am Law 100 firm, has selected NetDocuments as a critical component of the firm’s ‘strategic cloud initiative’ to enhance security, usability, and adoption across its 15 international offices and 1,500 legal professionals. 
Mon, 09 Oct 2017 11:56:14 CEST

Three Minnesota-Based Firms Select NetDocuments Cloud Platform

NetDocuments, the leading cloud-based document and email management (DMS) platform for law firms and corporate legal departments, announced today that McCollum Crowley, Bassford Remele, and Zimmerman Reed selected NetDocuments for improved security, efficiency, and usability across their offices and legal professionals.
Tue, 03 Oct 2017 17:31:23 CEST

Construction and Real Estate law specialist Silver Shemmings Ash goes live with NetDocuments

City-based law firm, Silver Shemmings Ash (www.silverllp.com), is one of the latest firms to go live with the cloud-based document and email management system, NetDocuments.  
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