Document management systems tightly control the folder structure on your computer system. Sometimes users want to keep a group of documents of their choice in a single place, very much like a file folder. A feature in Worldox that can accommodate this request is called Projects. Projects can be set up in a variety of ways (e.g., Projects by Client or Projects by User).
There’s a famous line – “If you are not sure where you want to go, any road will take you there”. The same is true of choosing software without first identifying your needs. Have you ever asked, “what’s the best software for __________?” I believe there’s no best software and asking that question will get you sales information but not good answers.
Just wanted to share my exciting news. My thanks to all my clients, who have helped me to be a top consultant. Caren Schwartz, a Fairfield, CT resident and founder of Time & Cents Consultants LLC, has been named in the top 10 of the “Top 100 ProAdvisors List” by Intuitive Accountants.