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Automatic Filing for Documents and Emails

Tired of filing documents and emails? Make life easy and scan and file documents automatically into Virtual Cabinet - the best automatic file manager that's designed to help you.

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Automatic Filing Management

Conversation rules

Conversation Capture

Use conversation rules to index the first email in a thread with your clients, then subsequent emails and attachments in that conversation are captured automatically and fired into your automatic filing system.
automatic email filing

Filing Emails Automatically

Use bespoke rules to automatically capture emails based on the email addresses in your CRM system, and information in the email subject line – all with an email filing system.
Capture forms

Auto-Form Filing Management

Capture forms created by other systems and set up an automatic filing rule to store them in Virtual Cabinet. Configure templates based on the layout of particular forms.

Automatically scan and file

Automatic Document Filing and Scanning Functions

Use TWAIN scanners plugged into your computer when filing documents into Virtual Cabinet. Use Multi-Functional Devices (e.g., large printers and network scanners) to add documents to the document filing software.
An Automatic Filing System that is used by 45,000+ Customers Worldwide
Kreston Reeves, chartered accountants and financial advisers, selects Virtual Cabinet as their document management system - company logo
Gibson Booth, business services and insolvency, boosts secure communication with Virtual Cabinet Portal
Alan Boswell, insurance brokers use Virtual Cabinet document management system
7IM - Seven investment management choose Virtual Cabinet document management
Lovewell Blake, Accountants and financial advice firm, select Virtual Cabinet Document Management Software -company logo
Belvoir, property management and estate agents use Virtual Cabinet document management solution
Boolers, wealth managers, select Virtual Cabinet document management solution
Candor slashes turnaround time with e-signatures on client tax returns with Virtual Cabinet.
PBS, P.B.Syddall & CO, choose Virtual Cabinet document management solution.
Atkins Thomson, top ranking law firm, choose Virtual Cabinet as their document management solution.
Ducan & Toplis, chartered accountants choose Virtual Cabinet document management system
Richard J Smith automates email filing with Virtual Cabinet

Automatic Filing Benefits:

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Save Hundreds of Hours on Admin.
Spend less time manually filing documents, emails, attachments, forms and scanned pages - Virtual Cabinet will automate your document filing system with multiple options to suit your business needs.
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Improve Accuracy
Setting up automatic filing systems will help you get to 100% accuracy in your day-to-day business filing needs, and reduce the chances of human error through manual mis-filing.
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Save Physical Resources
Virtual Cabinet's automatic filing feature will eliminate the need for preserving hard copies of documents, as well as any associated physical filling needs, and will also save on paper. Discover the benefits of going paperless today.
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Reduce Costs
With automatic filing, you don’t need to invest as much on existing resources for taking care of those manual tasks, saving you money in the long run.
Virtual Cabinet is a trading name of GetBusy UK Limited. Company number 03574066 | VAT GB 367 7189 47