Use Conversation Rules to index the first email in a conversation with your clients, then subsequent emails and any attachments in that conversation are captured automatically.
Auto-Email Filing
Use email address and subject rules to automatically capture emails based on the email addresses in your CRM system and information in the subject of the email.
Auto-Form Filing
Capture forms created by other systems and automatically file them in Virtual Cabinet. Configure templates based on the layout of particular forms.
Scan Filing
Use TWAIN scanners plugged into your computer to add documents to Virtual Cabinet. Use Multi-Functional Devices (e.g. large printers and network scanners) to add documents to Virtual Cabinet.
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Filing Automation Benefits:
Save '000's of Admin Hours!
Spend less time manually filing emails, attachments, forms and scanned documents as Virtual Cabinet will automate the process with multiple options to suit your business needs.
Improved Accuracy
Setting up auto-filing processes 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
Auto-filing into Virtual Cabinet storage will eliminate the need of preserving hard copies of documents, any associated physical filling needs and will save on paper and nature as well.
Reduced Costs
With your filing processes automated, you don’t need to invest as much on existing resources for taking care of those manual tasks, saving you money.
