Document Management

With the document management in Advosys, you have flexible options, both when creating documents and emails on the case and regarding the subsequent journaling.

The merge methods offer the transfer of information from the case as well as from fields on the cases that you can define yourself – merge to Word and Excel is therefore very flexible and you can very easily customize templates yourself, so that they fit exactly your purpose. Of course, you can also merge directly to emails.

The layout is of course exactly as you want it, as part of our start-up assistance we offer layout customization of the template collection.

When you send emails with attached files, you define yourself whether they should be converted to PDF, protected with a code or sent as they are in the same process.

The Advosys case folder, which is the center for all correspondence and notes on the case, provides a fantastic overview. You can select or deselect content categorizations, create subfolders, manage document versions, attachments and much more. The crowning glory is the search tool and filtering facilities, which give you the perfect overview of the case files.