Digital File - Digital File

The Digital File is an electronic file folder used to store contact information and data in the same manner as a client's paper file folder. You can store anything in a digital file including spreadsheets, documents, tax returns, and e-mails - up to 10GB.

Using the Digital File feature of ContactManager, you can:

• Organize folders, projects and subfolders within a contact's digital file.
• Enter contact notes describing conversations you have had with the contact and/or the status of the contact's file.
• Insert "digital items" (i.e., files/documents relative to the contact saved on your computer's hard drive or the firm's network) into the contact's digital file that are applicable to the contact. This will mean you have all files and documents relative to the contact stored in one location, along with all of the contact's personal information.
• Send an e-mail to someone on your Contact List without leaving the contact's digital file.
• Start a new project in WorkflowManager for a contact.
• Post to a Private Client Site forms or questionnaires for the contact to complete online, or other contact-sensitive information such as tax returns for the contact to review.