Document management software - any recommendations?

Document management software - any...

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I'm looking at ways of managing client documents in an easy and quick way (quick to file and quick to retrieve). I'm an Iris user (and a fan in most respects!)and use their practice management software, but it is a pain that non-Iris files (e.g. Word, Excel,emails and scanned documents) cannot be filed within the Iris client folder. There is no indication if or when this will be developed, which leaves the unsatisfactory option of running two client databases.
At present I use Windows Explorer for documents, and a separate location for emails.
Do you think I would benefit from a program such as Rapport, or will the work involved in setting up the database outweigh the benefits?
Any advice appreciated.
As background I am a sole practitioner.
David Evans

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By Julian Tomsett
04th Mar 2003 12:27

I am also a sole-practitioner and can recommend Rapport
When I setup as a sole-practitioner back in November last year, I looked at a number of client management software packages. Rapport form PracticeNet was by far the best for the money and does everything that I could possibly need. The program links seemlessly with Panache (their time and fees software) and works very well.

Importing documents into Rapport is easy and quick.

If you need to speak to me, give me a call on (01935) 411892 or email to [email protected], or email [email protected].

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By AnonymousUser
12th Feb 2003 14:14

Possible Solution
Drop me an email on [email protected] - we have a software solution that I think will answer a lot of your questions.

Best Regards

xDM

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By Sarah Middleton
04th Dec 2010 08:03

Document Management Software

Looking at the date of your post I hope you have already managed to find a suitable product. If not you'll be pleased to know that this type of system has improved a lot in the last few years. Document management systems are now available and are realtively low cost. They can include your normal office documents, Word, Excel etc and scanned copies of paper files.

You can set these systems up to ensure that only the appropriate people have access to certain records, in a similar way to locking a filing cabinet.

They are also much easier to use which means that every member of staff can benefit.

If you have a fairly basic requirement to replace old filing cabinets then something like Scan and Document Manager is more than capable of dealing with your files, but if you've got more complex requirements FileStream is a good bet. If you follow this link you'll find some information on this product http://www.beckerdm.co.uk/products/document-management-software/filestre...

I hope this is helpful

Regards

Sarah

 

 

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By Cloudcounter
05th Dec 2010 10:09

Prize for digging up old posts

Nearly 8 years later.  Got to be a contender.

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