Document Management

Keep track of all the documents for a case or contact in the Documents List. Attach existing documents or scan new documents directly into the list. Double-click a document to open it in its native application. In addition to files, you can also attach folders and links to web-sites.

 

List of documents attached to a case - click for large version

 

Files:

Attach any file on your network. Double-click the file to open it in its associated application.

 

Folders:

Attach any folder on your network. When you double-click the entry, the folder opens up showing all the files and sub-folders inside of it.

 

Web-Site Link:

Include links to important web sites in the documents list. Double-click it to open up the web site in your browser.