|
Wanted access to information at every desktop and tools for searching and requesting.
|
|
Concerned about administrative cost of managing another system installed at every desktop.
|
|
Needed to centralize control of records but were concerned about creating more work.
|
|
Desired to set standards for labeling and filing practices.
|
|
Wanted a high level of integration to minimize administrative duties.
|
|
|
|
Selected FileTrail to provide instant access for all staff with no desktop installation.
|
|
Implemented FTSynchronize to replicate client information, staff information and security settings from upstream systems.
|
|
Customized FileTrail with validation, pull-down lists and color coding to enforce standards in data quality and labeling.
|
|
FileTrail trained all staff from the Partners down.
|
|
|
|
The firm reported that 'there were no lost files during the first year using FileTrail'.
|
|
Staff are guided through standardized procedures by FileTrail.
|
|
Services provided by the new central file room haver been timely and accurate and has proven a beneficial direction for the firm.
|
|
Administrative duties are minimized by integration and FileTrail's PureWeb technology.
|
|
All staff save time by using FileTrail from their desks -- even Partners.
|
|