Retrieving information with FileDirector

FileDirector can be easily customised to suit your companies exact needs. FileDirector works with the following concepts - 

• * Cabinets 
• * Document Types
• * Index Fields

Cabinets - Quite simply, a cabinet is the overall container where your information is stored. Typically a company will have one cabinet and everything will be stored in here, but in certain cases it may be suitable to create more than one cabinet to improve security or a departments can self manage a cabinet without affecting anyone else. 

Document Types - Within the cabinet you have document types such as invoices, sales orders, statements. For each document type you can specify security rights so only users in HR can have access  to the HR records.

Index Fields - Within the document types you can specify whatever index fields you need. If you have a document type for purchase invoices you might specify Date, Invoice Number, Order Number, Supplier, Net, VAT & Gross. For statements you might only need supplier and date. 

A well designed cabinet  will enable you to search and find information faster. 

Finding it fast 

If you work in the accounts department and you are forever having to look up invoices, FileDirector will save you huge amounts of time. Perhaps everything you do relates to your company order number. Keying this into FileDirector in the search box will bring back everything against that number within seconds.  This works well for any simple document like 

• * Invoices
• * Delivery / Despatch Notes
• * Application Forms

Flexible approach for viewing 

Documents can be retrieved and viewed in the FileDirector Win Client, any web browser (IE, Safari, Firefox, Chrome - Mac or PC) and new for 2010 AirDocs - a platform independent light eight client.