1. Business Records

The imagize Business Records Module provides flexibility to organize and quickly retrieve a variety of front office and administrative-type files. Digitally file contracts, tax documents, and a multitude of other important business files. The imagize Business Records retrieval template allows you to determine specific record and document types and retrieve them by any combination of fields based on your search criteria for fast and efficient retrieval.

2. Invoices

The imagize Invoice Module manages both accounts payable and accounts receivable invoices and supporting documents. The imagize Invoice retrieval template is equipped with a variety of index fields allowing you to file invoices by batch or as individual documents with a variety of indexing values. Use any combination of fields to quickly search and retrieve a group or a specific invoice based on your search criteria. For automatic data population, see the imagize Data Exchange feature for auto-matching of invoice documents to the data.

3. Client File Module

The imagize Client File Module files, stores and retrieves active and inactive client records. imagize is a perfect document management fit for organizing and managing active client records. and performs greatht along side your current CRM for instantaneous access to client documents.