Ferret Software- Electronic Filing System and Document management

Ferret Document Management

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Combine email, electronic documents and scanned paper into one simple electronic filing system. Ferret is a document management software that enables you to file emails directly from MS Outlook, import any electronic document and bulk scan paper documents against your existing business records (client, job, supplier, project, claim, policy, property).

Product Description

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Ferret Document Management system is a no fuss, easy to use, and simple electronic filing system. Ferret allows you to manage three main types of document categories; paper scans, emails, and electronic documents. Through the use of records users can navigate and find information regarding each document or file. With multiple records and multiple (customizable) record fields, the system provides extensive metadata options for these files. The interface is also highly customizable.

Document Management and Email Archiving

Ferret can help you take your business one step closer to achieving a paperless office through its easy to use singular interface. It boasts a super quick search functionality. With both a basic search and an advanced search option users can quickly search for records, files, or documents easily and quickly.

Ferret is extremely useful in allowing you to archive your email- even use it as a centralised email filing system. It allows you to store and view attachments seperately as well as providing visibility by a number of parameters such as by client, project, user, and more.

Integration

Ferret Document Management integrates with Outlook, providing a Ferret toolbar to control messages from Outlook itself. This allows you to remove emails from Outlook, reducing the clogging, while backing up into Ferret. Saving attachments separately is also available as an option.

Ferret as well as integrating with the remaining Microsoft Office suite, also allows to import documents or files directly from your PC or network folders.

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Document Capture

Ferret allows users to record a document into the system by referencing the relative barcodes. Documents can then be scanned into the system any time by anyone without needing to know what the document is. The scanned document will then be referenced automatically within Ferret.

Bulk scanning is compatible with most scanners out there, and provides functionality to auto index, route, and file scanned documents.

Enhance Capability

More tools are available to allow for  additional functionality to your business such as Invoice Processing (additional software), and Data Entry software.  The invoice processing tool by Ferret allows for automation of invoicing practices within your business.

Business Integration

Ferret Document Management allows you to continue running other line of business software alongside it. Feret functionality is easily added to other systems via integration.

You existing systems capture the Record details as usual, Ferret would then act as the document storage and retrieval system as any good Document Management System should do so. Record details are automatically synchronised, and any new Records added to the front-end application are automatically added to Ferret.

Full Audits

Ferret allows tracks and provides a full audit trail as well as simple bakcup options. All documents are read only.

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Additional Information

Cloud

Yes

Company Size

500+

Extra pay add-on modules

Auto Import, Auto Index, Automatic OCR, File Retention, Merge Files, OCR Files, Workflow

Advanced Search

Yes

Annotations

Yes

Audit Log

Yes

Automatic Backup

Enterprise Only, Yes

E-signatures

Yes

Edit Files

Yes

Email Files

Yes

Free Trial

Available

Indexing Files and Folders

Yes

Integration Tools

Active Directory (Enterprise Only), Microsoft Office (Word, Excel, Outlook), Software Development Kit, Virtual PDF

Modular

Yes

Multi-User

Yes

Print Files

Yes

Quick Search

Yes

Scan Files

Yes

Support

Documentation, Email, Online- CS, Online-FAQ, Phone

Version Control

Enterprise Only, Yes

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