3SLive document collaboration helps you to compile document folders associated with various clients, customers and prospects.
Uploading and assign word and PDF documents through a one stage process.
This module allows you to create and store email receipts, discussions had and links to specific customer records. Customer’s history / correspondence made accessible at the touch of a button increasing customer / client service.
Features
- Central online store of documents of any file type, Word, pdf etc
- Documents attached to companies and or contacts to track correspondence
- Document can be scanned, uploaded or emailed into the document store
- My Documents concept and company/ contact documents
- Context search capabilities across documents and companies
- Option of utilising or hosted Microsoft Sharepoint Portal Service for document control and management.
Benefits
- One central store of selected and important sales, project / campaign and or personal documents
- Documents or emails can be sent directly to the 3SLive document store by sending to a specified email address
- Flexible upload capabilities for scanning and emailing which automatically attaches to matching company / contact items i.e. from Outlook or BlackBerry devices
- Offline file access with local document synchronisation and uploading
- Using Microsoft Sharepoint Services – check in / check out and version tracking of all Microsoft Office documents.
