Your Personal Document Management TAB in Act!
- With DocFlow one can easily connect a folder structure to a contact, company, group or opportunity in Act!. This folder structure can reside on your company network. You will then get a Windows explorer-like folder structure for each contact, company,
group and opportunity.
- Imagine, you have organized and documented your projects in folder structures on your company network. With DocFlow, you could attach such a project folder structure to an opportunity in Act!. When you open up this opportunity, you can easily access all documents regarding this project. You can also create subfolders from within DocFlow, like Project plan, Invoices, Quotes, Email messages, etc.
- The advantage of DocFlow is that you can also access these documents without having access to Act! (via Windows explorer). So even though your colleagues-without-Act! put their documents via Windows Explorer, they are connected to Act! as well.
With DocFlow you can create, copy, move and delete folders. You can drag files from Windows Explorer to DocFlow (copy or move). You can execute files from DocFlow by doubleclicking them. You can even scan documents from your (network)scanner right
into a DocFlow folder, and send multiple files at once via Outlook by selecting them and pressing the Email button.
- System requirements: ACT!2013 or higher
ADD TO CART
Other products by Tendenz:
Using the Zip Code and Address information in Act!, you can now see your Contact's location on a Map and Click on an ICON to see the Person and their Company. Then, you can optimize a route for up to nine Contacts, saving time and miles.
With DocFlow you can easily connect documents to a Contact, Company, Group or Opportunity!
With Email2Act! you can also attach incoming as well as outgoing email messages to companies, groups and opportunities!