Set Up Steps

The steps to get set up are simple and easy. We liken it to constructing a building with a solid foundation. We know that setting up a strong foundation, a customized application for your organization, meeting your specific and unique need requirements will support your success. With careful planning your organization’s setup will lead to a competent and effective structure to build strong results. We offer the support to customize your system. During your setup, practical planning phase you have the opportunity to rethink how your current organizational information flow works and improve it. If your manual files are already setup in an organized configuration, your new set up in SmartRecords will be similar.

A few options of categories for your electronic filing system could be:

• Audit Reports and Trail Documents
• Vendor Quotes and Preferred Vendors
• Government Legislations
• Annual Returns
• Proposals and Contract Development and Management
• New Product Development
• Corporate Policies and Procedures
• Training Guides and Employee Manuals
• Corporate Business Architecture, Strategic and Operational Plans
• Corporate Memos, Press Releases and Announcements
• Job Applications and Resumes
and many, many more……