Document Solutions

The Easy and Affordable Solution for Managing Documents

M-Files is an easy to use solution that helps businesses organize, manage and track documents and information. M-Files is available as both a cloud-based service or an on-premise software solution.

Not all document management systems are created equal. A comprehensive document management solution should neither change peoples’ daily work routines, nor require a lengthy and costly implementation. A worthwhile electronic document management system (EDMS) should work seamlessly with existing file types, and allow users the flexibility to use both computers and mobile devices. Additionally it should contain essential components for import/export, flexible storage and access, security and compliance, and workflow and version control. Contact us today for a complimentary M-Files assessment and let us help improve your document management.

Key Benefits:

• No more chaotic traditional file cabinets and Windows network folders.

• Find documents or files quickly when you need them.

• Stop losing files and eliminate clutter and unnecessary duplicates.

• Effortlessly track old versions and automate workflows and processes.

• Keep all files secure in a single central vault accessible at any time.

Industry Solutions:

Accounting and Financial Services firms managing tax returns, financial reports, invoices, receipts, etc., in compliance with Sarbanes-Oxley and other financial regulations.

Life Sciences businesses requiring 21 CFR Part 11 compliance such as pharmaceutical and medical device companies managing regulatory and “Good Manufacturing Process” (cGMP) documentation, including batch records, lab reports, clinical documents, etc.

Manufacturing and Architecture, Engineering, and Construction firms managing project and design documents, including CAD files, requiring ISO 9000/9001 compliance.

Medical Practices and Healthcare Organizations managing electronic medical records, patient forms, transcriptions, etc., requiring HIPAA compliance.

Real Estate Firms and Property Managers managing contracts, offers, market analyses, comparable sales reports, appraisals, fliers, signs, letters, and more.

Law Firms and Legal Practices managing client records, briefs, contracts, depositions, affidavits, resolutions, etc.

Business Solutions:

Email Management with support for drag & drop, automated rules processing, and “M-Files aware” folders that automatically tag and classify emails, maintaining threads and relationships to contacts and companies/customers.

Contract Management with secure access control, automated review and approval processing, version control, notifications & alerts for key milestones and contract dates, with support for scanning paper contracts and OCR for “full-text” search.

Customer Relationship Management (CRM) for managing customers, prospects, contacts and related documents such as proposals, presentations, contracts, PO’s and emails, with interfaces to Microsoft Dynamics CRM and Salesforce CRM.

Human Resources and Employee On-Boarding for managing applications, resumés, new employee forms (i.e., W-4, I-9, etc.), insurance forms, employee reviews, etc.

Standard Operating Procedures (SOP) for defining, managing and tracking SOPs and other common processes for compliance in certain industries and general business efficiency.

Paperless Office: M-Files is an ideal solution for helping any business reduce their dependence on paper to improve efficiency and productivity while also helping the environment.

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