Store email messages as PDF documents outside of E-mail System.
Required
Optional
Not Needed
Group a selection of multiple documents for printing or sending.
Required
Optional
Not Needed
Create PDF documents or reports from contacts and/or job data.
Required
Optional
Not Needed
Create documents and merge to an editable format in MS Word prior to converting to PDF.
Required
Optional
Not Needed
View PDF Documents from within Outlook contact.
Required
Optional
Not Needed
While viewing documents, black/white out confidential information or add annotations, stamps or
signatures.
Required
Optional
Not Needed
Maintain original documents when a new/updated version of the documents are created.
Required
Optional
Not Needed
Maintain audit trail by user/machine for all document access.
Required
Optional
Not Needed
Maintain the ability to determine whether documents remain in their original electronic form, free
of tampering.
Required
Optional
Not Needed
Automatic archival and/or destruction of electronic documents on an aging schedule.
Required
Optional
Not Needed
Automatic reminders of documents needing renewal.
Required
Optional
Not Needed
Automatic reminders of documents pending approvals.
Required
Optional
Not Needed
Ability to view and manage documents in offline mode from out of the office and not connected to
the Internet.
Required
Optional
Not Needed
Ability to remotely view and manage "real-time" documents securely over the Internet.
Required
Optional
Not Needed
Ability to scan documents and forms into the system which originated outside the office.
Required
Optional
Not Needed
Automatic document recognition, separation, indexing and storage of batches of documents.
Required
Optional
Not Needed
Automatic deskew, despeckle, rotation and image correction for scanned documents.
Required
Optional
Not Needed
Automatic deskew, despeckle, rotation and image correction for faxed documents.
Required
Optional
Not Needed
Quality checking before permanent storage of scanned images.
Required
Optional
Not Needed
Automatically capture, recognize, store and notify of documents received by fax.
Required
Optional
Not Needed
Automatically capture, recognize, store and notify of documents received by email.
Required
Optional
Not Needed
Share documents with clients outside the office through a web interface.
Required
Optional
Not Needed
Link to QuickBooks from database document management system.
Required
Optional
Not Needed
Ability to add documents or digital photographs from outside the office over the Internet.
Required
Optional
Not Needed
Please identify your Email address: