Overview

SmartRecords manages information and documents within your database and current software applications. The basic unit of information in the database is called a “Record.” A Record can be as simple or as complex as you require, depending on your specific corporate wants and needs. Additional information fields and categories of fields can be added to each Record. Documents are added to each Record as you use and build the system. Different types of Records can be set-up to meet various requirements within your organization.

A good analogy is a paper-based filing system in which documents are placed in file jackets which are in cabinets organized by file category and file reference. Often the file jackets may have certain ancillary information entered in a form on the jacket cover. In SmartRecords, the file jacket and its cover information is a Record. Instead of inserting paper records into a file jacket, electronic documents are added to a Record within SmartRecords in an intrinsic unique way of managing the data architecture and retrieval strategy.