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Integrated Document Management Software with Virtual Cabinet

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At Virtual Cabinet, we're not a fan of compromise. Our integrated workflow and document management system is built to work with your existing software, rather than against it because we're better together. That means you can retain your existing business infrastructure, keeping hold of those systems that work well for your business, while building an integrated document management hub at the centre of it all.

Worried about losing or organising your emails? With our document management software Outlook integration, you can keep everything in one, central location and automatically capture relevant information in your inbox.

Save even more time with 60+ integrations

At Virtual Cabinet, integration with your existing CRM, IPS, or Practice Management system is at the heart of what we do. Our document management solutions harmoniously co-exist with all major workflow software. Below, you’ll find some examples of key integrations with commonly used software, but this is far from an exhaustive list.

And many more software integrations! Interested in our integrated document management software? Ask if we connect to your existing systems today.

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Any questions you have answered
What is an integrated document?

Document management systems - DMS - are end-user applications. Integrated document management systems (IDMs) transform the concept by providing functionality with other applications. So, an integrated document is one that can be edited or have components added within multiple applications.
Virtual Cabinet has been built with integration at its core. This means you can easily connect it to your business's Microsoft Outlook, Microsoft Office, the customer relationship management (CRM) platform, etc. So, you can seamlessly store everything away in one location - your Virtual cabinet.

How do I configure the Virtual Cabinet Outlook Add In?

Now, this might seem like a task that'll have you running for your IT department. But don't panic. It's actually quite simple, and something we've covered in our super useful how-to guide on setting up Email Suggestions - a feature designed to help you index your emails by learning from how you've previously indexed them.

Can I integrate Virtual Cabinet and IRIS products?

Yes, Virtual Cabinet can be integrated with IRIS' Practice Management and Payroll solutions. See how we helped The Carley Partnership integrate Virtual Cabinet into IRIS Practice Management.

Can Virtual Cabinet and Salesforce be integrated?

Absolutely. Virtual Cabinet can be integrated with a variety of CRMs (customer relationship management), including Salesforce, Act Today, Sugar CRM, Goldmine, Curo, Tall Emu, Plum Software, Zoho and more.