Document Creation and Management
INFOtrac allows users the means to professionally
produce, distribute and manage all documents. INFOtrac
is fully integrated to Microsoft Word, and users can compose,
edit, send and store documents directly from INFOtrac.
Through the use of either personal or standard company-wide
&/or departmental templates, INFOtrac can instantly create
professional documents that can be sent to individual recipients,
or to carefully selected larger groups.
Simply by choosing a recipient’s account, and then
merging it with a pre-designed document template, you can
compose professional documents that can be made to automatically
include pertinent sales, product, account or accounting information
specific to a recipient, at the touch of a button. Documents
can include invoices, contracts, work orders, HR materials,
newsletters, brochures, standard letters and virtually any
other type of document or form required.
INFOtrac users can also search the INFOtrac
database to quickly create segmented distribution lists composed
of those targeted companies or contacts to whom they would
like to correspond via mass mail, email, etc. Not only does
INFOtrac allow users to send documents to those listed
in such reports via their communication medium of choice (at
a designated time of their choice), but a complete historical
record of this correspondence is then created under each contact.
A copy of the document can then also be instantly attached
to each individual or organization account for quick future
reference via the Attachment View (or from a ‘Profile’).
INFOtrac’s incredible document creation and
management features are powerful tools which allow users to
quickly compose, disseminate, store and recall all of their
correspondence via one centralized repository; thereby allowing
all users to increase both accuracy of production and communication
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