Files/Documents

Files/Documents

This section details features relating to managing or storing documents withing the MAGNET System

Table of Contents

 

Emailing Documents

The Emailing Documents Feature will allow the user to email any case documents to a specific email address.

Document Integration

The Document Integration module allows for MAGNET to seamlessly integrate with a supported third party document management solution. This allows for users to add files to MAGNET and have them be synchronized with the external application and fill out any supported "templates" or document information in the remote system. Additionally, documents added to the third party software(if proper information is available) will also show in the MAGNET software.

Files Tab

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The MAGNET Files Tab allows for enhanced management and viewing of case files. The intention of this tab is to allow for easy viewing, searching, and management of case documents.