The document module allows management of client and non-client documents.
It includes the following features:
- All office document types covered: Word, Excel, PowerPoint, PDF, Images, text…
- View and edit documents online without downloading shadow copies.
- Powerful search tool including inside document data.
- Multiple Linking of documents with any client data. For example, doctor referral letter linked to an annual medical review.
- Document sharing or access restriction for sensitive documents.
- Predefined templates.
- Automatic document creation and linking, pre-filled with data from anywhere in the system.