Document Management

Document Management

The Put into Practice Document Management System is a cost effective product that allows you to automate document production and generate Outlook tasks. It is time saving and simple to operate, allowing everyone within the Practice to store and retrieve documents with the minimum of effort.

Based around Microsoft Office products it maximises usage of existing software without the need for purchasing yet more expensive products.

Key Features include:
  • Simplifies production of standard precedents by prompting for required information.
  • Addresses stored in the Outlook Contacts file can quickly be inserted into a letter.
  • Documents are automatically stored in folders relating to their Client and Matter ID.
  • Forms can be generated and saved.
  • If the document requires a response, a task will automatically be generated in Outlook and the document attached.
  • Keying in the Matter ID will take you straight to the relevant folders.
  • Documents may be retrieved by searching on a key word.
  • Documents can be retrieved by date.
  • A task linked to an open document can instantly be opened.
  • All departments can benefit from using the system.
  • Precedents can easily be formatted for use in the system.
  • A document formatting service is supplied.
  • The system will be installed on your site by a professional computer technician, and full training will be given to your staff.
  • An operator manual is supplied.
  • Full support is available.

For further information please download a flyer or Contact Put Into Practice.