Twitter LinkedIn E-mail

document integration for Practice Management Solutions

Rapport 3’s Document Integration module provides you with a powerful search and indexing tool for your network.  This module gives you the ability to assign entire folders or shares on your network to individual projects, reducing the amount of time you need to spend searching for key documents.

By providing a web interface for your existing folders and shares, Rapport 3’s Document Integration module gives you a read-only archive of your files, enabling you to access them on the go.  When accessing documents from within your office or when connected via your VPN, they are opened directly, enabling direct editing. Documents open externally via the WEB are downloaded locally for reading or editing on the go.

document integration module

Rapport 3's Document Integration module maps all folders within the directory associated with a project.

A powerful feature of the Document Integration module is the merge function. Any number of predefined documents can be uploaded to the central documents template area. Templates can then be used when creating a new document and information is automatically merged into the document. The information merged can be project, contact or staff data. Letters, minutes or even contracts can be quickly created, saving time and improving accuracy.

The Document Integration module doesn’t replace your current filing system but works in harmony with it, improving access to and the flow of information around your organisation.

© Cubic Interactive Ltd 2012