Although we are some way off the paperless office there is much time wasted retrieving contact and product information to incorporate into company external correspondence. With Prima source information, such as customer/supplier names and addresses, is automatically passed from the originating Prima Module through to the New Document Template screen and merged into the selected document.

Documents can be registered in the database for easy tracking and retrieval. Additional features are audit trails of document modifications, templated documents, mail merging and attaching of documents to database records e.g. product details could be attached to a catalogue item for easy storage and retrieval of additional details that are not held in the database.

Features

• There is a comprehensive document search facility and automatic filing and retrieval.
• Links to Microsoft Word and Excel.

Benefits

• Save administration time.
• Eliminate paper based filing systems.
• Improves effectiveness of direct mail campaigns.