business environments today managing documents has evolved into a complex
arrangement often utilizing a combination of electronic and paper based systems
to fill the document management needs of even the smallest businesses in a
variety of industries. Add to this faxes, scanners and compatibility issues
between electronic file formats and the complexity of document management grows
Within any given
business different types of documents are specific to each client, marketing
efforts, any value added resellers, employees within the company, legal and
Accounting needs not to mention other types of uses such as research and
Development and any Training or ongoing education. Essentially, documents touch
nearly every aspect of a business.
Tradepoint addresses these complex document management needs with a built
in document management system (DMS) offering large and small enterprises a
sophisticated and robust solution to bring together a disparate document
documents are organized by Category and then further by User Access Settings.
Documents are associated by contact and then by function. This means documents
can be associated with any Lead, Customer, Reseller, Supplier, Employee or
Rolodex contact or stored in Global Documents where documents that everyone will
need access to can find their documents.
Documents are also
associated with actions such as Tasks, Appointments, and Call Logs. These action
items are further associated with processes such a Sales Process or an ongoing
within Tradepoint offer flexibility to document management. Any document
generated within Tradepoint can be saved in numerous file formats including PDF,
Excel, HTML, Plain text, CSV, RTF adding further flexibility to being able to
access documents with varying types of
automatically email a document such as an Invoice from Tradepoint(we use PDF as
the default file format) exists at the point of function, adding yet another
benefit to Document Management within Tradepoint.
Documents can be
printed out also from the same point they are generated within
As most businesses
know when documents are stored electronically it is not difficult to take up a
great deal of memory. Tradepoint has addressed this by using a data compression
of 12:1 for document storage. The file formats I mentioned above compress at a
10:1 ratio consistently. Images can be utilized as links and can be accessed by
multiple individuals at any given time through Tradepoint thereby allowing access
without taking up extra space.
components of document management within Tradepoint. Together they create a
solution to document management that addresses current complexities within
business environments, ease of use and the ability to utilize documents in
either an electronic or physical form.