Document management for Handisoft™
Keep all your documents in one place while integrating them with what you already do in Handisoft™.
Capture client documents from email, scanned snail mail and other sources, index them to extract names, TFN, ABN and ACN numbers. Automatically fill all client details with a single piece of client information. Convert image only documents to include text where needed. Find the documents easily in FileHold using powerful search features for audits, customer service, etc.
|FastFind||Search FileHold using information on Handisoft™ screens.||Basic||Optional feature|
|Print to FileHold||Add documents generated by Handisoft™.||Basic||Optional feature|
|Database dropdown menus*||Synchronize data in Handisoft™ to selection lists in FileHold.||Intermediate||Included|
|Schema lookup*||Automatically fill fields from data in Handisoft™.||Intermediate||Included|
|Search by URL||Link to sets of documents with matching information such as tax file number.||Intermediate to advanced||Included|
|Document links||Add direct links to documents.||Basic||Included|
* May require FileHold External Integration option or third party ODBC/OLE driver.
Search for Documents from Third Party Applications using FastFind
Print-to-FileHold Virtual Printer Driver