Multi-Site Access to Business Documents
FileStore allows you to organise documents in a highly classified structure built around the way your business operates. Documents can be organised by customer account, branch, business process or other criteria, making information easy to retrieve and share. FileStore EDM allows staff at any branch to access, view and work on the same document simultaneously, improving collaboration and promoting faster decision-making.
Managers can tightly control and audit document access and compartmentalise information so that users only have access to the documents they need, providing better data protection when holding private customer details.
Customer Purchasing History on Screen
With FileStore EDM document management technology, wholesale and retail enterprises can compile all documents and communication relating to a customer or supplier in unique electronic case files.
With all information in one place, different departments can then access customer case files to quickly analyse purchasing history patterns or reach faster decisions relating to debt recovery, complaints or returns.
Seamless integration with CRM systems allows customer service teams to pull up copies of documents on-screen from within their business application while handling telephone enquiries from customers or suppliers.
Retrieving Documents Quickly
By converting paper order forms, invoices or correspondence to electronic format, companies in the wholesale and retail sectors can banish time-consuming retrieval tasks, while transforming business documents into information assets.
FileStore EDM document management software provides users with a range of sophisticated search tools, enabling them to quickly locate information contained in thousands of electronically stored documents.
Users can employ a range of search methods including keyword searching, index field searching or federated searches across different business repositories.