Print

Advance Document Management - ADM

At APS we continually strive to meet the needs of our clients, so it is essential that our products are updated on an ongoing basis. Click on the link below for the latest on Advance Document Management:

What is Advance Document Management (ADM)?

Advance Document Management is an entry level document and email management solution. We have two offerings within the Document Management suite – ADM and Interwoven. These two solutions are entry level and high level solutions, respectively, and both are integrated into Practice Management 9.1 and Advance Documents.

ADM offers through Central console a centralized document storage solution for Client, Matter, Milestone and Staff documents. Filing and Saving documents from the MS suite including Outlook email, is simple, easy and is linked to clients.

Key Features:

Control Version Control Audit trails Related documents Boolean wildcard searching Records Management	Integration Advance Practice Management SQL Server PM Systems AdvanceDocs BPM – eWork Orbis Taskcentre
Email Drag and drop to Folder Automatic profiling Auto file on send Outlook Integration Notes and GroupWise	Document Publishing & Exchange APS Sage - MYOB– Digita PTP - TCSL - CCH

What's New!

Profile Documents & Profile Search

The ability to attach an attribute such as author, date, subject to a document that can be later used for search and retrieval.

Index Search

The ability to search text within the content of the document.

AdvanceDocs Optical Chartacter Recognition (OCR)

The ability to convert an image file such as a scanned bank statement into a text searchable document.

Favourites

Documents that are regularly referred can be added to the “My Favourites” or “Practice Favourites” area and viewed within the Personal Console.

Email Management & Office Integration

Advance Document Management makes it easier for users to save outgoing and incoming emails. It allows all email correspondence to be managed by firms centrally rather than on individual systems.