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enSynergy are leading providers of integrated trust accounting, CRM and business process management software.
CRM, task management, process management, time recording and practice management, trust accounting and accounts production software.
 
   
 

Integrated wealth management solutions including enVisual, CRM, company secretarial, client accounting, trust accounting, investment accounting, portfolio management, task management, document management, document custody.
enVisual™ Professional Range.
enVisual  - see the results.
 
"Fast and Secure Tracking of Critical Documents and Files"
 
     
 

Professional Service Firms are facing a greater burden of content management than ever before. The huge influx of documents such as emails, scanned files and other electronic documents is making the tracking task more and more difficult. Add to this the increasing regulatory / compliance requirement of document security and record retention and you have some significant costs facing your business.

LiveFile is an Enterprise Document Management (EDM) module providing a centralized repository for all corporate documents and files. LiveFile is a complete platform for capturing, managing and archiving large volumes of documents and electronic files. LiveFile employs a tight security rule matrix which controls access to various types of content - this is complimented by a full audit trail and document version history which records all activity within LiveFile including document movements, version changes and user access. LiveFile integrates seamlessly with other enVisual modules such as CRM and BPM/Workflow; LiveFile can also integrate with other enterprise applications - Microsoft and others.

Rapid document capture; Whether you need to manage scanned documents or MS-Office documents and files - LiveFile offers a rapid capture system to assist any business. Documents can be captured directly from MS-Office applications - including Outlook emails which can de automatically captured on the basis of pre defined rules. LiveFile can be implemented to work with the world's leading document scanning software Kofax Ascent.. Scanned documents can in this instance be captured directly from scanning devices.

Key Features:    
 
Productivity
Control
Rapid Document Capture Full Version Control
Auto Key Word Summary and Simple / Quick searching Tight document access security
Full text search incl. word match, abbreviated match Document check-in / check-out functions
Boo lean combination and proximity based search Document merging and Finalizing functions
Definable “Keyword Tree” based search Relate Documents
Auto email capture Full audit trail
Document Collaboration and Merging Full Document History
Integrated Document Workflow Document collaboration and workflow tools
       
Integration
Email handling
Tight integration with enVisual CRM Auto email capture - rules based
SQL Server Enterprise Systems Drag and drop publishing
enProcess BMP workflow Auto retention - rules based
enAccount nominal ledger Auto capture of outgoing communications
MS Outlook / CRM Outlook integration
       
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