Document Storage & Retrieval
Quick & Efficient Searching of all Documents
Easily query documents and workflows using highlighted text from any application. You can
also quickly find any document using search/index fields and keywords or by selecting your very
own saved searches. In addition to the classic search functions, you can access more features using the Enhanced Search button in the GoFileRoom toolbar, including the ability to:
- Search for documents that contain blank index
- Search multiple drawers simultaneously
- Search for multiple document indexes at once
- Customize the Search screen view
Web-Based Document Management
Locate and deliver documents electronically to clients anytime, anywhere you have an
Internet connection. Store all client service and internal department documents in one
centralized location for quick access.
RecordsFlow: Document Retention
Manage and comply with document retention requirements by automatically tagging documents
for archiving or destruction. Define document retention policies that meet the needs of your
business, yet stay flexible enough to set exclusions to rules where necessary. With RecordsFlow,
you can automate the entire records retention process, saving you time and safeguarding against
non-compliant document management processes.
Easy Records Retention and Maintenance
Establish firm-wide document retention policies to comply with records retention requirements
and give you maximum security and control. Two independent sign-ons are required to permanently
delete and destroy documents.
Reduced Operating Costs
Enjoy unprecedented cost savings by eliminating paper files, storage fees, postage, and
manual administrative tasks.
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