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Thread: Do you use filing system software?

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  1. #1
    Join Date
    Dec 2022

    Do you use filing system software?

    So, me and a few buddies rented a small office space two weeks ago, we figured we'd need a "base of operations" while we raise a few affiliate sites/networks and keep on sharing link-building opportunities. There are 7 of us right now and we have a varying number of collaborators living in different time zones as well. We use G Drive and Trello to communicate, but as the number of ongoing projects rises, I feel like we'll need something more robust before long.
    This got me thinking of installing a filing system software, an app that we'd all have access to and one that will allow us to track which doc has been changed recently and by whom. We don't prepare the invoices ourselves, actually, we hire a contractor that does the math and sends them to us first as a PDF. We also scan the incoming invoices and send them to her, so having an app that can automatically route, separate, and name the docs/PDFs would certainly save us some time. Not to mention, make the process far more error-free than it is now...

    Any recommendations for where should I start looking for that type of "office" software"? Thanks!

  2. #2
    Join Date
    Nov 2022
    As someone who's spent long years on regular 9-5 jobs, I can point out to a few document management tools: M-Files, NetDocuments, and FileCenter. These are all fairly priced and intuitive to learn, at least IMO (and I'm not all that tech-savvy, believe me...).

    A word of advice for your search: look for something that easily integrates with Windows (I'm assuming you're using either Win 10 or 11). Ideally, you'd want an app that doesn't create a separate database, different form the one the OS provides. It should work within the frame that's already there, that is the key to quick document retrieval . Hence, it can speed up the process even more so, given that you won't ever have to export the files elsewhere and forget which ones are not up-to-date... I learned that the hard way, of course...xx

  3. #3
    Join Date
    Dec 2022
    I appreciate the practical tips! We'll look into these, thanks!

  4. #4
    Join Date
    Oct 2022
    Anyone here has experience of merchant services?

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