Scan and Organizer for ACT!
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Scan and Organize (Organizer tab) helps manage client documents by automatically navigating to the client's folder on the network or local PC from within Act4Advisors. It has an optional scanning feature to scan documents directly into the client folder and it incorporates the Windows Explorer look and feel. This allows the user to manage files and perform many common tasks such as cut, copy paste, delete, rename, search etc. all within the ACT! interface. You can open files, move files or even use the right mouse click to email files. This function automatically navigates to the current client folder and will even optionally create a folder if one does not exist. If you already have a folder on your network for the contact, simply browse and select the existing folder and Act4Advisors will store this path for later use.
» Scan documents as PDF, TIF, BMP, JPG or PNG