File storage
The main goal of file storage is to be able to keep track of all paper-based information that are crucial to your business processes.
The process may result in
File attachments are handled.
File manager is used efficiently.
Office plugin is installed and operational.
Information control is one of the biggest challenges for a company, especially after reaching a certain size. Many companies use third-party solutions, which in many cases reduce efficiency as the employees have to change between several systems to perform their tasks. RamBase has an internal file storage system which connects the files to their related documents or customers, ensuring they are always available for the specific employee who is working with the document or customer. This file system is also integrated with Microsoft Office Word, allowing files to be saved and accessed directly from RamBase.
Tasks involved in this process
Handling file attachments - How to use and save file attachments.
Using File Manager - Using RamBase file manager to keep track of your files and ensuring traceability.
Installing Office plugin - How to install the RamBase Office Manager plugin and using it.