CONTACTfile document manager: have all the functionality of a full CRM alongside document menagement software

CONTACTfile Document Manager (add-on) : Designed for those who revise documents in liaison with others.

Rolls of documents of the kind managed by CONTACTfile

CONTACTfile Document Manager can help you keep your contracts’ or projects’ documents organised, even when they are moved and revised.

It has all the functionality of CONTACTfile CRM, plus:

Keep details of contract, jobs, or projects that require documentation
For each contract, job, or project, keep the details of any number of documents
Quickly find any document again
Record list revisions as they happen
Keep track of transmittals to the parties concerned
Be reminded to send documents on time, and to chase documents sent out
Print document list and transmittal events for any one job
Export documents list and transmittal events to Excel
Duplicate document lists from one job to another

User notes (Document manager begins at section 14.)

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I am very pleased to be using CONTACTfile. It saves me so much time, and helps me do a really professional job. All it takes is a click to contact members by email or text, to produce a list of those who have not paid their subscription, to produce a full list of members with addresses, telephone numbers etc. [More]

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