Document Manager

Managing Documents

There are various kinds of documents used in an organization. They may be pdf, forms, invoices, receipts, etc. Maintaining all these documents in one place is a difficult task.

OfficeClip Contact Manager allows you to upload and access all contact documents from one place. You can:

1. Attach a document from your computer drive.
2. Link a document or folder from OfficeClip Documents application.
3. Link a third party document from Dropbox, Google Drive, etc. using the supplied URL.
4. Copy and move documents from one folder to other.
5. Share documents or folders through a web link or secured link.
6. Documents can be easily located with the search function.

Feature Highlights

Figure: Managing documents in Contact Manager

• All organizational users will have a single view of the document folders.
• Documents can be attached to any application, including the Contact Manager and Group Calendar.
• Users can see the detailed change history of the documents.
• As a safeguard, there is an option to lock the documents, to avoid deletion or overwriting.
• Users can securely share documents with non-OfficeClip users.
• Administrators can manage roles to control member permissions for creating and editing documents.
• Different versions of the document can be saved.
• DropSite feature will enable extranet users to upload documents in OfficeClip.