| PRODUCT | DocAdmin
Scan
and attach
documents right from
within ACT! -- with
only one click!
Are your important client documents in a pile on your desk or stuck
in a file where you can’t get them instantly? Does your scanner sit idle because it takes too much effort to scan
documents into the computer and organize them for instant retrieval?
DocAdmin™ is the perfect tool to keep you organized
with the touch of your finger. Simply place any document in your scanner,
hit the DocAdmin “One-Click” button in ACT!,
and your document is scanned and attached to that contact in one step.
DocAdmin is ideal
for:
- Financial Planners and Brokers
- Insurance Agents
- Real Estate Agents
- Recruiters
- Mobile Salespeople
- Accountants
- Legal Professionals
- Executive Assistants
- Small Business Owners
- Home Office workers
Filing client hardcopy
paperwork in ACT! has never been easier!
- Signed contracts
- Resumes
- Meeting handouts
- Magazine articles
- Printed pictures
- Incoming faxes
- Marketing collateral
- Handwritten notes
- Incoming correspondence
- Filled-in forms
- Signed approvals
- Letters
- Copies of checks & receipts
If you have client paperwork crowding your desk and file cabinets, DocAdmin
will help you get organized so you can focus on your important client
relationships and growing your business.
Other
products by ASDS:
AutoAdmin
AutoAdmin is the award-winning unattended backup and maintenance software that ACT! administrators, ACC's and users worldwide have counted on for years to ensure their valuable ACT! data is safe and healthy. FREE TRIAL
DocAdmin
Scan and attach documents right from within ACT! - with only one click! DocAdmin is the perfect tool to keep you organized with the touch of your finger. FREE TRIAL
FaxAdmin
Fax right from within ACT! using WinFax PRO or Microsoft Fax. Send instant personalized faxes to one customer - or 100! FREE TRIAL
MergeAdmin
MergeAdmin merges and imports data from any ASCII data file into an ACT! database on a field-by-field level so you can keep your ACT! data updated with useful information from other sources. You determine how to match contacts and which fields to update - all other fields remain intact. FREE TRIAL
MigrateAdmin
Convert your Goldmine data directly into ACT! without leaving valuable data behind. MigrateAdmin will completely convert unlimited companies, contacts, activities, histories, notes, sales, groups, custom fields, attachments and more! Your important data and data relationships are maintained.
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