Design a bespoke filing structure for your client documents and company documents – including HR, compliance, and more – helping you find the best folder structure for your business.
Setup a folder structure to suit specific business units. Ensure all staff are following a clear and consistent filing process, making it easier for everyone further down the line.
With automatic file managers you can create custom indexing profiles for specific document workflows (e.g. invoicing, contracts, tax returns etc.) to minimise manual data entry.
Integrate with thousands of third-party software providers where your client information is managed for accurate filing and retrieval across various platforms.
Get faster document retrieval with everyone following the same standardised filing processes.
No more messy folder structures! Rest easy – your filing cabinets are safe following the set-up of your automatic file manager. Changes are reserved for admins only.
Ensure a consistent filing structure as you grow, year after year. Our expert team will provide you with best practice filing processes.
Eliminate filing structure inconsistencies between staff and across your business using automation and integration options.