| Access any documents from anywhere |
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Securely access your business documents & clients via the Web from
virtually anywhere! (may require VPN setup) |
| Business workflow management |
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Business configurable document and client workflow management |
| Unlimited number of pages scanned, uploaded or printed |
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Depending upon the hard-drive capacity of your server |
| Search (Basic) documents |
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Search on clients or documents Key fields such as client name, phone
number, title and descriptions of documents |
| Search inside Word, Excel (MS Office) or textual documents |
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Auto index and search within any MS Office, textual documents that are
stored within Microcabinet™ repository (requires Windows Desktop Search
component) |
| Advanced search |
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Includes basic search and full-text search deep within document's OCR
information |
| Upload documents from remote location |
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Upload multiple documents from remote locations (up to 10 MB size) |
| Email documents |
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Email directly from within your application With email status/history
part of document/client record |
| Fax documents |
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Built-in eFax integration support With fax status/history part of
document/client record |
| "Print To" Microcabinet™ repository |
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Print any documents as a PDF file directly into Microcabinet™ repository
(requires Microcabinet™ Printer driver CAL's $30/CAL) |
| "Send To" Microcabinet™ repository |
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Send any documents directly from Windows Explorer into Microcabinet™
repository |
| On demand PDF conversion |
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Email PDF converted TIFF image files & MS Office documents on the fly |
| Microcabinet™ Portal option |
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Enable your clients for self-service through a secure portal access
Clients can access any documents that you have enabled them to view Clients
can upload new documents and send messages to assigned reps through the
portal |
| Microcabinet™ Router |
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The Router knows how to route what document to where? Automatic,
high-speed routing of any number of "stacks" of documents using inbuilt
barcode reader feature |
| Microcabinet™ Web Interface |
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An intuitive user interface to manage your company, clients and documents.
Store, secure, share and streamline your company/client documents |
| Basic barcode generation and recognition for batch scanning |
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Generate and index scanned documents based on Code 128 barcode standard
(TIFF format) |
| Barcode label generator (Document Indexing via Barcodes) |
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Generate and index scanned documents based on Code 128 barcode standard
(TIFF format) |
| Pre-attach a barcode to all your important business documents/forms |
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The next time your client fills out our form or after you finish processing
the form, you can scan it directly to a pre-determined Microcabinet™
repository.
(requires professional services to customize documents) |
| Automatic OCR |
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Automatically OCR any scanned documents in TIFF format and search within
the OCR contents (requires either MS Office 2003 or 2007 CD) |
| Export documents securely |
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Export or Email documents using compressed (zipped) files with password
protection |
| Upload documents from remote location |
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Upload multiple documents from remote locations (up to 10MB limit per
upload) |
| Automatic Virus definition checker/alerter |
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Automatically notify program administrator about the status of virus
definitions (requires Symantec Norton Antivirus Software) |
| Client Relation Management (CRM) |
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Service clients by assigning account managers for individual clients.
Keep records of call history, last rep talked to client with date/time |
| Client Management and client profile security |
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Create, maintain, update or delete client information and associate
documents pertaining to your clients |
| Mass email clients |
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Email directly from within the application to ALL the clients in the
system. Include or exclude email recipients (emailed as BCC) |
| Regulatory & Legal Compliance |
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Security, Audit trails & usage tracking/reporting and accountability
(HIPAA and Sarbanes-Oxley compliance) |
| Role based document, client, folder access |
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Create, maintain, update or delete users with various levels of roles
within the application |
| Archive Clients |
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Archive inactive clients, so that you can focus on the current/active
clients |
| Manage supported document/file types |
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You can decide what type of documents/files should be managed by the
system For e.g. if you don't need to keep track of exe files, you can block
them |
| Manage folder templates and customize corporate identity |
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You can set a template for all the clients created within your company For
e.g. When a new client is created, you can tell the system to auto-create:
Insurance Cards, Medical Reports and Billing folders Upload and customize
your corporate logo |
| One year email Tech Support |
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| Pricing |
Call for pricing |
Call for pricing |
Call for pricing |
Includes 5 concurrent user license (CAL's) |
| On-site setup & training |
(optional) |
(optional) |
(optional) |
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