Streamline your document management with Swimfish File Management! Our solution allows you to attach files to people, companies and projects in InterAction, and keeps the files organized for easy retrieval.
Swimfish File Management allows you to upload most common file types for secure access over the Internet, and even features a full-text search, so you can find the file you're looking for, right from InterAction!
Features of Swimfish File Management:- Easily attach any file to a person, company or project (such as opportunities, matters or engagements) in InterAction.
- Browse and open documents directly from an InterAction record.
- Browse files attached to projects or contacts from outside of InterAction using Windows Explorer. You can even drag and drop files and map the file store as a network drive.
- Locate files using original file names, when they are attached to InterAction.
- Run a full text search through your files, right from InterAction.
- Integrates easily with existing file server(s).
Add the Microsoft SharePoint option to unlock collaboration features such as document version control, file-level security, e-mail alerts, check-in and check-out, and access through any Microsoft Office application.
Consolidate project documents with project information. Keep track of PDF, Word documents, and other files you have sent to your contacts. Stay organized and stay on top of your contact and project files with Swimfish File Management.
