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.
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 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.
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 our document filing software.
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.
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.
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 waste. Discover the benefits of going paperless today.
With our automatic filing system, you can stop investing resources into antiquated work processes, saving you money, space, and stress for the long run.