Activating and deactivating Document Manager and Jobflow
Adding a folder to all the drawers in the 'clients' cabinet with a single command
Adding in your existing documents into Document Manager
Call rejected by callee
Changing a document description or document password
Copying email messages directly from MS Outlook into Document Manager
Copying 'items' directly from Windows Explorer into Document Manager
Creating a collated document
Deleted files
Dropping and dragging emails into Document Manager
Folder structure for all Clients and Firms
Linking documents in Document Manager to the Entity in HandiLedger
Mail merge save options
Mail Merge: Attaching extra documents and adding text when doing email merges
Mail merge from other HandiSoft products
Microsoft Office Add-in to enable users to save directly to their "watch" directory
More than one user can complete a mail merge from the same application
Saving prior year tax returns into Document Manager
Saving documents created outside of Document Manager
Saving your emails in an Outlook message format
Saving HandiSoft reports to the client's folder
Sorting available documents being attached to an event