FilePro offers significantly better and safer ways to manage all documents and client communications.
For example, instead of emailing a draft document for internal review using Outlook, use FilePro’s ‘Document Review’ functionality. Reviewing documents within FilePro:
- Ensures version control – this is especially useful if multiple people are working on a document
- Streamlines review/editing of documents
- mitigates risks inherent with multiple copies of a document (eg where they are attached to emails etc).
In addition, FilePro’s ‘Document Review’ functionality includes an option to automatically post to time sheets whilst checking against the client’s cost agreement.
For more details on how to achieve all this, watch our video tutorial.
https://www.youtube.com/watch?v=yZH7ouEJgjY