Webrecs

Webrecs

Webrecs is a secure Online Document Management System (DMS) that is used by many SMSF businesses.  Some of its features include:

  • Security – Password-protected login and user management, SSL encryption on transport;
  • Fine-grained access control – control exactly who can read, write or add documents to different folders;
  • Version control – maintain previous copies of documents;
  • Local hosting – Hosted in Australia;
  • Integration – great time-saving integrations with 3rd party systems (including Class Super) can really streamline your business processes;
  • Dashboards – every user has a configurable dashboard with “dashlets” (like panes) which provide filtered details about important documents, tasks, activities and integrated third-party systems. At a glance these show whether something needs doing – a single click takes the user to the full-screen action window for that task;
  • Searching – every document is able to be searched on both metadata and document content (google-type search). This applies equally to email, scanned and office (word, excel, text) documents;
  • Cloud Sharing – everyone who you decide to allow access to the system can securely access those documents you choose to share with them. Directly in the cloud, from their browsers at their homes or work-places;
  • Mailroom – there is a dedicated mailroom providing mail sorting, processing and “rehoming” (send to appropriate destination folder) capabilities. Emails and any attached documents can be individually or collectively processed and sent to the appropriate home folder – and built-in indexing or titling capabilities make this process as easy as possible.

Please contact Joe Buttigieg for a demonstration on how the Webrecs software can help your business manage its documents more efficiently, or view the Webrecs website for more information.

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