Document cabinet enables secure sharing of documents

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Document Cabinet

Introduction to the Document Cabinet

The Document Cabinet has been specifically designed to allow you and your clients to  share documents with each other securely.

For you, the IFA / Mortgage Broker, this is done via the Back Office area. The client, however, has this facility via their Client Login Area, accessible from your website, along with their Fact Find & Secure Messaging System.

Document Cabinet Features

  • Upload area for all your client documents
  • Share documents with clients with ease & securely
  • Ability to categorise all your clients’ documents
  • Single click to open  documents in a new browser window
  • System informs you & your client of any changes or new uploads
  • Enable clients to review private documents  in their own Client Login Area
  • Client Login Area accessible from your website home page
  • Increases opportunity to sell more products – regularly encourages clients back to your website
  • All documents maintained in individual secure areas – peace of mind where sensitive information is stored
  • Forget about post! Save money & time! Increase efficiency!
  • Enhance your reputation for client service & speed of delivery!
  • Reduce risk involved in sending sensitive documents as attachments
  • Document lost or need another copy?  - no need to send further copies
  • All common document formats supported

Pricing

Click here for details.

To Order or for a no-obligation demonstration, please call the Web Pro IT Sales Team on 03333 447 300


192B Station Road
Edgware, Middlesex HA8 7AR

Tel: 033 33 447 300 (local call rate)
Email: theteam@webprosupport.co.uk

Web Pro IT is a trading style of ANTiT Website Design & Development Limited
Company Registration No: 07224703 - Registered In: England & Wales
Registration Address: 192B Station Road, Edgware, Middlesex HA8 7AR

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