Open Info-Organiser and the first thing you will notice are the simple and familiar Explorer screen set up and tool bar. By utilising a familiar look and feel, you and your staff will feel comfortable with navigating and using the software straight away! Our qualified technicians will install Info-Organiser and will assist you in setting up your database. From there you can easily manage your own database by choosing from the folder templates provided or you can customise your own. The folder templates allow you to quickly set up a sequence of folders such as A-Z , Financial Year, or Number sequence. You can even colour code your storage folders to assist in visual recognition. You are then ready to begin storing your documents! Because Info-Organiser is so user friendly the training time required is short. There is minimal user resistance to adopting a new system, resulting in an immediate increase in productivity. Our qualified technicians can train you and your staff to be confident and competant in using the software in less than an hour!

Adding and indexing (or keywording) files is straightforward. Info-Organiser allows you to have extended file descriptions combined with up to 10 index fields for adding keywords linked to the document you have stored.

Each index field can be selected via a drop down box. To make it even easier, index fields can be set to automatically enter a pre-selected keyword, date or today´s date. Once keywords are entered then retrieval becomes very fast - this is covered more in the next section, Retrieve Files Fast. (link)

Special features:

• Easy ´Drag and drop´ onto the Info-Organiser icon to auto open file screen
• Use up to 10 customisable searchable index fields
• Select your keywords from drop down boxes
• Set Index fields to automatically enter a pre-selected keyword or date
• Repeat indexes of last file option to save time when repetitive or batch scanning
• ´Auto-fill File Description´ option allows fast consistent and controllable naming protocol of each document using indexes
• Allows extended File Descriptions for files that don´t require indexing
• See our add-a-file demonstration, Autotake Up, Screen Shots of Add-ins
• CSV Importing Module, Outlook Add-in, Adding Batches from Form Reader, Windows - Auto Take up

Once documents are stored in Info-Organiser all staff can simultaneously retrieve, view, email, fax or print them as required. Imagine all your people connected and able to access your organisation's vital documents with a few quick mouse clicks!

Info-Organiser Record Locators, or IRL shortcuts to files are links to original documents in Info-Organiser, which can be sent to any destination such as the Desktop, My Documents, or an e-mail.

You can create an IRL link by simply using the standard "Send To" function supported by Windows while on the file you want to send in Info-Oraniser. You can also use IRL links inserted into hyperlink fields.

When you click on an IRL shortcut, it will invoke Info-Organiser and open the document stored directly in the Info-Organiser database. As the file size of an IRL is less than 4KB, this is a great alternative to sending physical attachments via email!

i-Link allows you to link and access documents while working within other window applications. For instance you can;

• View invoices due for payment in Info-Organiser while entering payment data into your Accounting software such as MYOB or Quicken.
• View a letter in Info-Organiser while typing a reply in Word.
• View a pricelist while entering the data into an Excel spreadsheet.
• View a brochure while updating information in Outlook, while talking on the phone to a customer.

From your Windows application you can highlight the data (invoice number, supplier or customer name, etc) you want to search on and then click on the i-Link button. Info-Organiser will automatically retrieve all your documents relating to your selection.

Click here for an example of how this works:

Let´s imagine we are processing and filing suppliers´ invoices;

• You receive a supplier invoice and you enter it against an existing Purchase Order or create a new invoice in your Accounting Software;
• If the Invoice is in an electronic form, the invoice is ready for filing and you go to directly to step 3 If the Invoice is in a paper form you need to create an electronic version of the invoice to store in Info-Organiser, by simply scanning the invoice (Click here for information on scanners);
• Store the electronic version of the invoice in the IO Takeup folder. Open Info-Organiser software, and drop the file into the allocated folder. Give the invoice a file description and indexes. The Purchase Order number and Invoice number can both be used as indexes to the file.
• You can dispose of the paper invoice into your office recycling system in accordance with your industry guidelines, and providing robust back-up systems are in place. Info-Organiser recommends back-up of Info-Organiser software is performed at least once a day.
• To find that invoice at a later time, you make an enquiry in your accounting software (MYOB, Quicken, Accounting Plus, etc.) using the Purchase Order number and then click the i-Link icon on the toolbar. i-Link will search for and immediately retrieve the original scanned invoice from with-in Info-Organiser for you to view.

Info-Organiser Software uses a Multi-User networking platform which enables staff to access a document simultaneously from a central location.

You can connect to centrally located Info-Organiser files from any location using remote access via our web application (IOweb), Microsoft Terminal Services or a Citrix network. Info-Organiser can assist in your client visits by allowing you to copy files from your office computer system to your laptop!

Six fast ways to retrieve a document to your screen using Info-Organiser

• Search by Keyword: Using the Search menu, choose a keyword from the drop down index box Search using one or more index to widen or narrow your search as required.
• Search by File Description: Using the Search menu, find by part or full name detail
• Search by Date: Using the Search menu, find by actual date or within a date range to find groups of documents by month, day or other time period.
• Search by Content: Using the Search menu, find by content inside documents (SQL version only).
• I-Link direct access/IRL: (Info-Organiser Record Locator)- Use the i-link feature to find documents from within other applications.
• Browse: Visually browse of your folders and/or sub-folders.