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#1 Goal Find buyers: Identify vertical markets in your sales territory. Consider:  Are they a prospective or existing customer?Existing Customers:Account Review: Follow-up, inquire how they're doing: How do they like past services? Are... Read More

FileCenter has a number of convenience features that make it quick and painless to email documents. The “Email” ButtonThe Email button on the main toolbar. Regardless of what context you’re in, you can use this button to email the current... Read More

If you navigate to FileCenter’s Search tab, the first thing that you’ll see is an option to select the Engine. Select Windows File Search. Now you can provide any of the following search parameters (all are optional):File Name. Provide... Read More

When you scan to PDF, FileCenter can automatically make the file searchable, without any extra steps or effort on your part. Here’s how:1. Click Scan on the main toolbar (in either Manage or Edit view)2. On the scan dialog, down under the Scan... Read More

  File searching only concerns itself with looking for files and/or folders that contain a certain word in their name, or perhaps fall within a certain date range. Content searching on the other hand, will do everything that file searching does,... Read More

The Manage tab is where you’ll organize your files. Think of it as Windows Explorer, only better.    You can open files, delete files, rename files, copy files, move files, etc.; but mostly, you will browse, organize, and manage your files �... Read More