Cloud file management software- tailored for your business
Based on our successful icon design, the on line document management system will be configured with Folders and Document types to match your business needs. We can set up as many as 6 folders e.g. Customers, Administration, Suppliers, Facilities etc. and then under each up to 20 document types such as Correspondence, Quotes, Service Reports etc. Then for each document type there will be 2 index fields as standard - a Title for the document (free text) and a Date. The system also has the option to select a date to review or delete a document.
Upload scanned images or electronic files - or use our specialist Bureau Service
To digitise your paper files you will need a scanner and scan software connected to a PC with internet access, that will cope with the sizes and volumes of paperwork. Usually one that can handle up to A3 size originals and has an ADF and flatbed (for more difficult paperwork). Or we can provide you with a quote to scan your paper based files and upload them into your File It Online system, as an archive in our Bureau using our specialist range of scanning equipment. Call us today to find out about getting a quote.
Secure access to your files with our online file management system
Unlike physical files, with an internet connection you can access your store of information under secure password control from anywhere; ideal for when you are out for meetings - no more files to take with you. Just use the Searches icon to gain access to your files.
You can store any form of electronic data as well as scanned paperwork, using the Upload and Index facility.You just need access to the document (s) on your PC or network. With configured roles and permissions we can secure access to individual document types, on a per user basis.
Document review and retention - part of our cloud file management software
When you initially store documents in our File It system, you can flag them for review or mark them for deletion at a future date. This means you can manage the number and type of documents that you store, and come in line with any company or governmental rules (e.g. GDPR) about how long you retain specific documents. The system will also alert you to documents that are up and coming for review, or deletion via our automated dashboard that launches each time you log in.
A selection of our clients