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

CONTACTfile Document Manager offers the organised and effective way to store details of your documents, list revisions as they happen, and keep track of transmittals to the parties concerned. Be reminded to return and chase documents between yourself and others.

 

Documents

CONTACTfile Document Manager has all the functionality of CONTACTfile Pro, 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 document revisions
  • Record document transmittals, single or batch
  • 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
Download Our CRM Contact manager Free Trial Software
After the free trial, the cost will be Pro + £50.00 (excluding VAT)