Document Management Software and Microsoft Office Applications

The document management software integrates seamlessly into the worlds most popular desktop software: Microsoft Word, Excel, Outlook, Visio and PowerPoint.  This integration makes the interface friendly and easy for users to learn and adds power to the desktop.

Document Management Software and Office

The Desktop Application (FDA) is a windows desktop application that provides a feature rich user interface with drag and drop capability when interacting with the document management system server. The  Desktop Application interface is designed for frequent users of the document management system as opposed to the web client which is designed for more casual access to electronic documents and records. Both are designed to assist in moving to and maintaining a paperless office environment.

The integration with Office allows users to add a new document, get a copy, check out, check-in, search for documents and more without leaving their favorite applications.

Some of the features include: 

• When working in Microsoft Outlook, emails (and all related email attachments) are auto indexed and added to the document management software in one easy step.

• Users can search for documents contained in the paperless office right from their Office applications using all of the full-text and metadata search functionality.

• Users can quickly meta-tag documents right from the Microsoft Office applications when adding and updating files to the paperless office.

• Users can quickly manage their document workflow tasks and review/approve documents from within any Microsoft Office application.

Watch a video to see how the Microsoft Office integration works plus many other powerful document management software features.