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Overview of Document Manager

If you have the Document Manager add-on module, have attended the Introduction to contact management course, or are familiar with managing contacts using CONTACTfile or ContactMaker, this is the course will extend your use of the program to the management of documents. Bring your own laptop if you can. If you do, your installation will be upgraded to the lastest version free of charge.

Program Function

  • The concept of a job
  • Searching for a job and a document
  • Listing documents in a job
  • Listing revisions as they happen
  • Recording transmittals of individually or in batches
  • The reminder system
  • Printing document lists
  • Exporting document lists to Excel
  • Copying document lists from one job to another