POPULAR FEATURE

Streamlined Folder Structures with Filing Standardisation

Establish a standardised filing structure for your documents making indexing and retrieval easier and much more efficient.

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Bespoke Filing Structure

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.

Standardised Filing Structures

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.

Auto-filing and Document Indexing

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.

Powerful Filing Integrations

Integrate with thousands of third-party software providers where your client information is managed for accurate filing and retrieval across various platforms.

Benefits of Standardised Filing Processes

Fast Document Retrieval

Get faster document retrieval with everyone following the same standardised filing processes.

Controlled Filing Structure

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.

Future Proofed Filing Processes

Ensure a consistent filing structure as you grow, year after year. Our expert team will provide you with best practice filing processes.

Eliminate Misfiling and Duplication

Eliminate filing structure inconsistencies between staff and across your business using automation and integration options.

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