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The most powerful knowledge filing, finding, using, re-using and sharing system for your practice.
So how exactly does Acclipse Document Management Professional work for you?
 Systemise your practice with the online storage of your practice manual and your standard documentsï¾…plus combine with Business Fitness NZ content and ensure your systems manual stays right up to date.
.- Acclipse Contacts not only allows direct access to client name, address and communications information, but it also allows you to auto file documents into nominated folders, drag and drop files on the form, connect and auto login to the IRD, email a client straight from Contacts, and much more!
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- Improved direct integration with MYOB Accountants Office, Viztopia, APS Advance & Handisoft. Set default folder directory structure to enable ‘best practice’ management of client folders.
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- With lightening fast advanced search you can filter by documents, files and emails while searching by Title, Description, Keywords & Full Text to make retrieval even easier for you..
 Improve the consistency and quality of your team’s email communications, by linking with your internal documents. This allows you to use the ‘Standard Text’ button to insert any word or text document from your knowledge base directly into the body of the email.
.- Then use the ‘Replace Fields’ button to automatically prompt you to fill in any ‘merge’ fields in the text.
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- With every inbound and outbound email your staff are automatically prompted to ‘file’ into the central storage and your client directories. You’ll find email shortcuts automatically created in your practice management software. And if someone else in the office sends you an email it is already automatically filed for you.
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- You can file emails between ‘client’, ‘personal’, ‘internal’ and ‘other/spam’. You can also choose whether to store all personal emails and if you do, whether to save the whole email or just the header/subject.
 Save yourself time by merging documents together to create one document.
.- Customise your documents by splitting PDF documents apart, extracting individual pages or inserting a new page into an existing document.
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- Keep your documents safe by utilising the built in multi-level security.
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- Improve your efficiency as scanned documents can be automatically set up to be entered into your document management system for publishing or archiving.
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- With one click you can: PDF your document, send an email, save to the client directory and send to the web or your WebPractice.
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“We are absolutely delighted with the improved efficiency Acclipse Document Management has provided us. It provides a robust platform and powerful search facility that we utilise for staff training, business templates, document management and office administration.”
Marilyn Davies
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