Applications

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Records Management

Easily and cost-effectively manage all of your physical records including File Folders, Documents and Archive Boxes. A full complement of RM functionality including searching, reporting, classification, retention and tracking. Record all of the people and organizations you deal with. Track records using fixed and portable barcode readers. Meet all compliance requirements. A complete solution for all forms of physical records management.

Records and Document Management (eDocs)

All the functionality of our Records Management App plus the functionality to capture, classify, index, OCR and manage all types of electronic documents including Word, Excel, PowerPoint, Emails, scanned documents, photos, images, drawings, plans, etc. Includes version control plus check-in and check-out plus full text searching of all text-enabled electronic documents including emails and email attachments. Meet all compliance requirements including your eDiscovery needs.

Asset Tracking

Register, track and value all of your important assets. Utilize workflow and email alerts to ensure all tasks are completed. Use scheduled reports and saved searches to alert you to all pending actions. Add photos and videos to better record your asset location and current status. Capture all purchase orders, delivery dockets and invoices. Track all of your assets with fixed and portable barcode readers. Easily produce reports for management.

Software License Management

Record and track all of the software used in your organization. Utilize workflow and email alerts to ensure all tasks are completed. Easily manage reviews, renewals and maintenance. Record the details of all people and organizations you deal with. Use scheduled reports and saved searches to alert you to all pending actions. Capture all purchase orders and invoices. Know exactly what software you have and what licenses you have. Easily produce reports for management.
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Contract Management

Record, manage and track all of your contracts plus all actions including reviews and renewals. Capture all original electronic documents (including all new versions of a contract) and emails. Utilize workflow and email alerts to ensure all tasks are completed. Record the details of all people and organizations you deal with. Use scheduled reports and saved searches to alert you to all pending actions. Be totally on top of all of your contracts. Never lose track of a contract or contract renewal again.

Collection Management

The ideal solution for any collection both small and large. Perfect for museums and art galleries as well as private collections. Record, value and revalue any valuable item. Track items in and out of your collection using both fixed and portable barcode readers. Record the details of all the people and organizations you deal with. Record the details of the ownership and provenance of all items in your collection. Capture all original electronic documents and emails, scan and capture paper documents. Record and manage the details of all insurance including renewals. Add photos and videos to better record and display your collection. Use workflow to better manage all activities.

Work Tracking

The ideal solution for any small business to record and track assigned work, especially when dealing with contractors. Ideal for property management or any project involving the management of work orders. Record the details of all properties, contractors, owners, etc. Record and track each assigned work order with workflow and email alerts for due and overdue matters. Automatically notify key people when work is completed or overdue. Capture all work orders, quotes, invoices, etc. Never lose track of work again.

Book Club (free)

The perfect way to share your love of books with your family, circle of friends or book club. Maintain a record of every book you read along with your review and rating, share your reviews with others, read other reviews. Manage the ‘swapping’ of books between you and your friends. Use links to online publishers to order new books. Search an ISBN database for books you want to read or purchase. Membership of this App is free.

Accounts Payable Tracking

Capture invoices, purchase orders and delivery dockets. Register all of your suppliers and supplier contacts plus all the people responsible for approving invoices in your organization. Once an invoice is received, utilize workflow and email alerts to manage the approval process. Produce management reports for invoices received, paid and unpaid. Utilize powerful searches to instantly resolve inquiries on any invoice. Easily track the progress of any invoice throughout the approval process.

Membership Tracking

Suitable for all membership management applications. Record the details of each member, be automatically advised of all due renewals. Use the bulk email feature to email all or selected members with notices, updates, newsletters, etc. Produce management reports, search for and select members by criteria. Automatically email members when their membership is due for renewal. Enable members to vote on selected issues. Enable members to securely login and view their own details. Have complete control of all membership matters.

HR Management

Capture and record the details and histories, including job offers, applications, resumes, previous job history, etc., of all your employees.  Automatically manage and record all employee reviews. Automatically advise managers when reviews are due and overdue. Use the bulk email feature to select all employees or groups of employees for news updates, policy updates, etc. Capture electronic documents, scanned paper documents, emails and photos and add to the employee file. Enable embers to securely login and see their own employee records. Manage all leave applications. Maintain a complete record of all employee details as well as all employee interactions. Make sure that you are meeting all industry compliance standards.
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