Document Management Is a component of the whole system, Stan alone solution for document management for your organization, customized for you needs

The document management module includes the following objects

1. Follow-up schedule
2. Scans
3. Faxes
4. Direct link to any Microsoft Office application (Excel, Word, Power Point, Outlook)
5. Link to all document formats
6. Link to several objects simultaneously
7. Complete management of any file
8. Reminder for all file types
9. Link websites to customer’s briefcase
10. Search all files
11. Link to additional objects

Objects include the following options

• Scanner - supports local and network scanners as well as web cameras.
• Fax – connecting Fax2Mail services from Bezeq, Netvision, Orange, Pelephone Cellcom, automatically filing to the customer briefcase.
• Saves documents in compressed formats, saving physical space.
• Ability to link several files at once.
• Retrieval of documents according to: date, status, subject, owner
• Transfers documents to other users for their handling.
• Reminder for any file type
  (for example: reminder to open a specific word document the next day at 14:30).
• Automatic fax sender ID.
• Saving Office documents directly to the Octopus without having to remember where the file was saved.
• Office document encryption.
• Link emails including attachments.
• You can link a document to any object (for example: link sign fax to Price Quote)

Octopus Customer Relationship Management is part of the Octopus ALL IN ONE,
At each stage you can purchased additional modules that automatically
connect to your customer relationship management module,
For example the Project Management module

** DIS reserves the right to change this module content at any time **

Partial Customets list