Tag Archives: document history tracking

Handling a Large Document Load in a Small Office

Franchise HQ finds success with user-friendly document management software for Windows When you have a massive flow of documents, what’s needed is often not more time or more people, but a better strategy for electronic file handling.  For example, in … Continue reading

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A Document Management System for Continual Updates

Media company finds Windows-integrated solution for collaborative files that keep changing This month’s in-depth look into real-world applications of the M-Files content management features Liquid Compass, a Denver based media firm that specializes in streaming Internet content.  The company helps … Continue reading

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Building your own CRM inside M-Files

By expanding M-Files document management with the Customer Relationship Management (CRM) add-on, you can easily add relationship information in your workflow processes.   There’s many ways you can tie customer contact information with other M-Files content for greater efficiency. Let’s take … Continue reading

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Adding Customer Relationship Management to Document Workflow

A powerful add-on to M-Files document management software is M-Files Customer Relationship Management (CRM), which allows you to add customer attributes into the M-Files database.  You can then associate contact events (like emails, meetings, calls, or faxes) as well as … Continue reading

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Five Software Shopping Tips for Document Management Systems, Part Two

Tip #2: Trace your history with metadata Accounting systems give the ability to look through past actions to analyze historical transactions and identify the source of errors because they create an electronic paper trail.  But other departments – whether they’re … Continue reading

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