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Internal to AGENCYWARE
is a document management system as well as a robust word processor.
This aspect of the system will in turn make generating Letters,
Contracts, Fax Cover Sheet,
Mail Merge, Stock
Letters and other documents very easy. It also creates a simple way to track and maintain the
documents.
By clicking the
document button once, a contact is recalled in the contact screen so
that you can review all the documents created for that particular
contact. To add a new Document just select the New button located left
hand side of the document screen.
At that time the system
will prompt you to select a type of document you will want to create.
The choices are a Business Memo (basic
business letter), a Form Letter (a stock letter) or a simple Fax Cover Sheet. |
