Document Management

To minimise your need to keep paper copies (the start of the 'paperless' office?) the client-Assyst database can contain references to, and allow you to quickly access client document folders.

These include:

• Word, Excel documents that you have created and sent to your client - including all documents you already have on your computer(s)
• Letters and reports that client-Assyst has created - good for archiving the client fact-find or portfolio report, produced on a particular date
• Documents that you have scanned into your computer - letters, quotes, etc. - that you have received either from the client or from the provider about their policies / investments etc.

To make this work, you simply set up a folder for the client's documents on your system and link that folder to the client record on the database.

client-Assyst will then be able to access and display all the documents you have stored for the client, and a simple double-click will open the document for you to see.

No need to keep paper copies!! No need to print and scan letters and reports produced by client-Assyst.