POPULAR FEATURE

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.

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.

Capture forms created by other systems and automatically file them in Virtual Cabinet. Configure templates based on the layout of particular forms.

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.