OfficeBase Email and Document Management System
Benefits

OfficeBase Enables you to find your emails & documents quickly & easily

• Reduces the incidence of misplaced documents
• Substantially improves user productivity
• Eliminates the need to allocate folder and file names
• Eliminates the need for a uniform naming convention
• Allows emails and records to be shared on a network
• Allows Microsoft Office records to be generated from within OfficeBase
• Allows for the import of any record which can be run from Microsoft® Windows Explorer
• Is easy to learn
• Is very simple to use

Features - OfficeBase Version 4.4

• Email Management
• User Security - See only what you are allowed to see.
• PROFILE MODULE. This captures Records from any application
• Automatically creates Folders & File Name for new records
• Document Profiling - Catalogues & Categorises Records
• Records are stored against client, company or project based criteria
• Find a Client, Company or Project Quickly
• Records found with the use of a comprehensive search engine with filters
• Version/Revision control - Keep a record of Draft documents & superseded spreadsheets etc.
• Project/matter management - Records can be stored with a nominated Project/Matter for a client.
• Memos are attached to a record enabling you to enter follow up information about each record.
• Templates with Customer demographic information can be selected for each document, and the details inserted into the document.
• OfficeBase captures client demographic information
• Mail and Email Merge
• Data Import & Data Export (including an interface with Microsoft Outlook Contacts)
• Select List Import for records which exist prior to the implementation of OfficeBase
• Emails OfficeBase will launch you into your default email system to send an email to a contact
• Emails message (.msg) files can be stored in OfficeBase
• Microsoft Imaging interface to capture images
• Records can be selectively sent to a publishing module
• Batch scanning module with defined templates for indexing