The most secure and organized place to store, access and manage your business documents.
Safely store documents.
All client-related file notes and attachments are stored electronically within XPLAN. You can upload documents of any file format. As a fully-hosted web-based solution, redundancy is guaranteed and your data secure. The built-in Document Library indexes documentation, and is fully searchable.
Barcode your files for traceability.
Assign a system-generated barcode to client documents, and use it to drive workflow. Upload a scanned document and watch the barcode automatically kick-off actions such as creating a file note against a client, sending an email or SMS, or adding a client to a campaign.
Create personalised communication in bulk.
Xmerge is an easy-to-use solution for building templates and merging data. Get ready to change the way you use form letter templates. Manage your document templates centrally, and merge emails or letters with client contact details at the touch of a button.
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Features
- Supports all file formats
- Fully redundant database
- Document Library
- Merge report templating
- Barcoding for automated document management
- Task workflow management
- Microsoft Office integration
Product: XPLAN Client Focus
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"Achieve a truly paperless office."
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