What is Records and Email Manager?

Together with Knowledge Manager, Records and Email Manager forms the core of our document management system, and is widely recognised as the easiest, fastest and most flexible searching system on the market for small to medium sized accounting firms.

Records and Email Manager offers you the most efficient solution to your document management needs. It allows you to store all communications with your clients, suppliers and team members, as well as your own firm's business records. Documents and other records can be created directly from templates, scanners, email, a “drag and drop” function and the “Send To” option in Windows.

The Email Manager add-in for Microsoft Outlook makes saving emails easy and means that your team does not need to “remember” to save emails.

Why do you need Records and Email Manager?

The efficient and secure management of documents and other information is a business priority and legal obligation for us all.

Records and Email Manager gives you the ability to file, maintain, protect and access your documents and information in an easy-to-use and efficient way that will save your firm time and storage space. This translates to better service for your clients and productivity gains for you. 

What are the benefits of using Records and Email Manager?

• Genuinely makes searching for and finding documents fast and easy
• Savings in time and storage space, translating into better service for your clients and productivity gains for you
• Provides you with a system for capturing your existing electronic documents (achieving in a few hours what it would take a full-time IT person over three months to achieve) and storing them in the one place with new documents
• Makes it easy to insert links to documents within other documents and to email links to (rather than copies of) documents
• There is no “lock in” to Records and Email Manager, meaning that if you ever wanted to stop using our products, you would still have all your documents sitting in your folders on your server
• When used in conjunction with MailScan and Client Portal, provides a start-to-finish solution to help you achieve the “holy grail” – the "paperless office"

For more information on Records and Email Manager click here to see a detailed fact sheet.

Click here to contact us for a demonstration or for more information