Frequently Asked Questions

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Depending upon their job, many of my employees need to do entirely different tasks, with completely different document types, at any given time of the day. Is there a way that FileNexus can automate some of these roles for the user?

A. Yes.

Each user can create relationships between records, specific to that task, using our filing cabinet function. In addition, they can trigger pre-stored common types of search requests that can be unique by user and task.

For example, if it is my job to review new bills, but only those between $500 and $1,000, I can trigger a search on a filing cabinet that contains our original purchase orders as well as the executed receiving slips from the warehouse and the vendor’s invoices. By clicking the appropriate cabinet icon, FileNexus will present the common index types for each document type; I need only tell it what I’m looking for and it will retrieve the files. Of course, once I have the file on the screen, I might want to add a note with comments.

FileNexus allows for notes on any page and in any location, including colour options and pointers if you wish. If there is a discrepancy, it goes to Bob, if it’s O.K. to pay, I give it to Sylvia; in either event, I simply drag the file into their inbox. Later, Sylvia triggers a request to see all new records in her “O.K. to pay” inbox.