Document Management

Easily create, store & find documents.

Ask yourself, when was the last time you finally found, what you assumed was the correct document, started to edit it, to discover that was the version used last week, all the information has changed, and the newer file version is now stored somewhere you don’t have access to.

Our workplace automation tool, OnePractice™ integrate with Microsoft 365 to provide a comprehensive and seamless document management solution designed to increase collaboration and connect with your CRM solutions.

Let us show you how our solution works...

Designed specifically for any organisations that wants to simplify, automate and remove errors from client files. Our clients enjoy an unparalleled document management solution that easily creates and stores documents, with intelligent search functions. 

What’s more, it can connect with common CRM tools for greater collaboration and reduce the needs of moving between programs to find client information.

Even if you don’t have, or need, a CRM solution our intelligent file management solution is all about ensuring you get to the latest file, no matter where you are based, by using your Office365 cloud storage solution.

Create documents

OnePractice™ enhances the rich document creation facilities in Office 365 (Word and Excel templates) by bringing data from your CRM system into the document creation process.

We’ve simplified the creation and use of templates meaning your team can create their own company approved templates. This ultimately allows them to produce documents faster than ever before. No more costly or embarrassing errors / typos.

In addition, your team can use OnePractice to create emails from templates too, either in a browser or using Outlook on the desktop.

Store documents

Having a comprehensive solution for securely storing documents is really important to the success of the modern business. It is almost fundamental to survival in today’s business world.

OnePractice™ coupled with the enterprise features of Microsoft 365 including Data Leakage Prevention and Version Control, gives you the ability to add metadata (snippets of info) to files to allow for the automatic filing of incoming emails, attachments and physical paper.

You can finally rest assured knowing your data is safe, stored properly and does not leave your environment.

Find documents

How many times have you looked for a misfiled document only to either wait for hours for an entire system search or to never find it?

With OnePractice, this is a thing of the past. Leveraging Microsoft 365 Search, documents can be found instantly. From there, the document can be worked on, downloaded or sent to a client.

Enhance the platform by:

  • Attaching metadata to documents for greater and more accurate search results.

  • Integrating tools such as DocuSign for e-signing.

  • Using Microsoft Flow™ to send notifications based on your search criteria or document updates etc.