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Document Management
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We believe document
management software is vital to improving company
efficiency and productivity.
Design For Tomorrow supports three
software products offering varying degrees
of document management
functionality. Each software is capable of enhancing workflow, including
document management.
Just some of the kinds of companies
benefiting from this technology,
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Attorneys |
Building Contractors |
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Financial Planners & Investment Advisors |
Insurance Agencies |
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CPA and Accounting |
Mortgage Brokers |
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Real Estate |
Broker Dealers |
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Appraisers |
Recruiters |
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Credit and Collection Agencies |
Manufacturers Reps |
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Architects |
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Scan and Organize
is software built specifically
to
enhance Act! by Sage.
Scan and attach documents to Act! records from your scanner or by manual attach. You
choose to
attach to Notes or
History or the Documents tab.
Use the
Scan and Organize
“Organizer” tab to preset Act! records to automatically open
to the Current
Contact’s folder anywhere on your network.
Eliminate the hunt and peck for
client documents. 
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Additional functionality includes,
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Scan documents directly to
the contact’s computer or network folder. |
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Automatically Open the
associated contact’s folder inside of ACT! by looking up the contact!
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Perform file management
functions from within ACT! such as copy, paste, rename, delete, send to,
etc. |
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Scan documents as PDF, TIFF,
JPG, BMP, PNG and even optional OCR Text. |
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Automatically assign keywords
to documents during scan. |
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Save document keywords to a
specific field in ACT! for easy searching. |
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Drag and Drop support from
Windows Explorer, Paperport, etc. |
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