Functions
- Records are quickly found with the use of our comprehensive search engine with filters
- OfficeBase is integrated with most Microsoft Office Applications
- Microsoft Office records can be generated from within OfficeBase
- OfficeBase captures records from any application
- Documents are associated with Contact Project, Subject etc.
- Contact demographic information is stored for use in searches, mail merge and interface with Microsoft Outlook Contacts and emails
- Documents are stored in their Native Application
- Version Control – keeps draft documents in sequence
- OfficeBase is NOT dependant on Windows Explorer
- Eliminates need for naming Convention
- Folders and File Names created automatically
- Automatic capture of emails from Outlook - optional
- Security against accidental or malicious deletion of documents
- Staple or Note function
- Records can be selectively sent to the Publishing module
- Export and Download functions
- Mail Merge with user defined template
- The integrated scanning interface captures documents directly to the clients records
- Integrated scanning interface provides an append function for images (tif and pdf files)
- The batch scanning module has defined zone facility for indexing
- Microsoft Platform with Microsoft SQL Database
Security
- User security selectively limits access to documents
- Monitors accidental and malicious deletion of documents
- Backups provide copies of documents that manual systems do not have