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Document Creation and Templates

Quickly create templates that will fill in information automatically for commonly used documents.

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Templates

Create standard templates for documents that you use regularly in your daily workflow.

Merge Data

Word documents can include merged data from your back-office system.

Copy Documents

Create copies of documents, already filed in Virtual Cabinet, and open ready for the user to start working on.

Template Version Control

Enables the management of multiple versions of the document templates.

Used 45,000+ Customers Worldwide

Tanya Whidborne, 
COO at Pitch Partners Australia
"Easy To Use,
Unmatched Features!"
COO, Pitcher Partners
Kreston Reeves, chartered accountants and financial advisers, selects Virtual Cabinet as their document management systemPitch Partners, Australia selects Virtual Cabinet Document Management SoftwareMoore Stephens, Moore Global, global accountancy and consulting network of independent firms selects Virtual CabinetPKF Francis Clark, chartered accountants select Virtual CabinetCBW - Cater Baker Winter, top 50 accountancy firm selects Virtual Cabinet document management systemLovewell Blake, Accountants and financial advice firm, select Virtual Cabinet Document Management SoftwareSeven Investment Management - 7IM, Investment management firm selects Virtual Cabinet document management systemBelvoir, property management,  selects Virtual Cabinet Document Management SoftwareUnited Trust Bank, Specialist banking provide, selects Virtual Cabinet document management systemNottingham Trent University - public research university in Nottingham, England - selects Virtual Cabinet

Benefits of Document Creation and Templates:

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Save Time
Spend less time creating documents by using templates and merged data in Word documents.
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Ensure accurate data
You can use the template version control feature to track changes to a template and to revert to past changes.
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Automatic Indexing
Documents you create are automatically indexed into Virtual Cabinet and are visible to the business whilst they're being worked on.
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Eliminate Mistakes
With one edited and finalised template that is re-used, the chance of errors is significantly reduced.

Ask us anything:

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Our industry experts are here to answer your questions
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For both big and small businesses and firms
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We can evaluate your business pain points and provide a custom solution and pricing to match
Dave
Available
Kathryn Koch, key account manager for Virtual Cabinet. Based in the Sydney, Australia office. Available to answer your questions.
Kat
Available
Peter B. Syddall, Partner at P.B. Syddall & co
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
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