Document Management

Our users never search for documents on a file server, endlessly clicking sub folders to find the right document. All documents are part of the record (customer, vendor, contact, opportunity, project, service record) and can be accessed from anywhere there is an internet connection and on any Apple, Android, or Windows Device. e-manage | ONE stores your electronic documents inside of the database, not just a shortcut to a file somewhere on your file server, so there are never any broken links when trying to open a document from outside of your network.

User specific temporary documents section allow our users to store in-process documents (or any document that is not associated with a record) privately or for sharing and collaboration with other users.

Strict security for documents stored in e-manage | ONE keeps prying eyes from documents, individually, not meant for certain users even when they have access to the record the document is stored against.

My Company Documents is a built in virtual file server where general electronic documents are stored for all users based on security level from any Apple, Android or Windows Device and an internet connection. Store your Manufacturers’ Literature, Contracts, Price Lists, Software Installation Files, etc. in one repository.

Training Videos

Saving an Email to a Project in e manage ONE

Short How To Video on Saving an Email to a Project in e manage ONE...

My Company Documents

My Company Documents is your file server build into e-manage | ONE. Create folders and sub folders as you would on a file server.