Web based Document Association Software
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Improve your time efficiency and be more prepared when interacting with your clients with the use of CLIM8.NETs Document Association Facility. This gives your organisation a complete awareness of all documentation of any type eliminating that classic saying:
"I know it's here somewhere - I just can't remember what I called it - or where I filed it." |
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By establishing an easy to use interface, you can upload documents of any type to the web server and associate it with the relevant client. The documents are stored and retrieved securely and will never be accessible by any unauthorised users.
Web Based CRM Documents Storage and Association:
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General Document Store
Upload and Store all your general company documents onto the CRM software ready for you to use no matter where you are. read more >
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Customer Documents
Assign Documents to Contacts within your CRM such as invoices, letters sent and even company logos or presentations
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Upload any Type of Document / Files
Upload and store any type of file including Microsoft Office Suite, PDF, and image file types. read more >
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Document Security
Add additional security to set who can view the contents of the Document Folders.
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General Document Store
CLIM8.NET includes a general document store where you can store any file within the CRM Software. This then can be accessed anywhere by anyone, or with selected users through security. This is ideal for storing your document templates and other documents you use on a daily basis.
Types of documents you can store
As it is a document storage area you can upload any kind of document that you use. The common questions we are asked are "Can I upload XYZ kind of file?". The answer is always yes.
You can store any kind of file within these areas including the popular:
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PDF (Portable Document Format) |
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Microsoft Office - Word, Excel, Access, Publisher, OneNote and Powerpoint |
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Apple iWork Files including - Pages, Numbers and Keynote |
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Other Word Processing Files such as Notepad and Wordpad |
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JPEG, JPG, PNG, BMP, TIFF, GIF, ICO and other image files |