Tired of filing documents and emails? Make life easy and scan and file documents automatically into Virtual Cabinet, as well as filing emails using specific, unique rules to your business - the best automatic file manager that's designed to help you. Say goodbye to admin.
Use conversation rules to index the first email in a conversation with your clients, then subsequent emails and attachments in that conversation are captured automatically and fired into your automatic filing system.
Filing Emails Automatically
Use bespoke email address and subject rules to automatically capture emails based on the email addresses in your CRM system, and information in the email subject line.
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.
Scan and File Documents Automatically
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 Virtual Cabinet.
An Automatic Filing System that is used by 45,000+ Customers Worldwide
Automatic Filing Benefits:
Save Hundreds of Hours on Admin.
Spend less time manually filing emails, attachments, forms and scanned documents - Virtual Cabinet will automate your filing system with multiple options to suit your business needs.
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.
Save Physical Resources
Automtically filing into Virtual Cabinet storage 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.
With your filing system automated, 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.