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What is e-Info Manager and what can it do?
 

e-Info Manager allows digital capture of information to be stored in various locations that correspond to the organizational structure that you use in QuickBooks. Not only can scanned files be merged into that structure, but the other files on your PC can be imported and merged as well; for example Word files, fax files, Excel files, photos, e-mails and virtually any other type of file can be quickly found and accessed.

Key Features

• The e-Info Manager information management system is fully integrated with the US and Canadian versions of QuickBooks. You can capture and file third party documents such as: packing slips, way bills, check payments, etc. and store them electronically with original QuickBooks files.
• e-Info Manager is fully integrated with Microsoft Office applications, with the ability for users to work in MS Word, Excel and PowerPoint directly from within e-Info Manager. Excel functions can be executed within e-Info Manager.
• Easy steps to manage and convert files inside e-Info Manager, such as the exporting and importing from local files and MS Outlook.
• e-Info Manager allows you to share documents and other information in a secure environment.
• Ability to do full text and key word searching.
• Ability to convert TIF and DOC files to PDF.
• Powerful audit trail capabilities - The administrator can track all employees who have accessed various documents at any given time and duration.
• An efficient backup system that allows for multiple backup solutions and monitoring.
• Newly designed file-sharing system with tight security and with a user friendly routine for managing data corruption.
• Repository feature helps to prevent unexpected deletions.
• Icons and menu items are available for easy access.
• Comprehensive error handling ability designed to connect immediately to our database for quick solutions.
• E-mail capability from within the e-Info Manager environment using MS Outlook.
• Advanced and highly efficient tree structure allows the user to organize an infinite number of folders and files. Users can move files from folder to folder with a click and drag process.
• Custom connect agents are used to allow e-Info Manager to seamlessly integrate with QuickBooks.
• Scalability - e-Info Manager can scale to hundreds of named users on a LAN/WAN.

What Sets e-Info Manager Apart From Other Competitive Products?

• The files and folders tree structure as well as all associated meta data are stored within e-Info Manager's database. e-Info Manager does not rely on the Windows Explorer file system.
• Files and folders can be searched and retrieved very quickly.
• Backup and restore procedures are greatly simplified. Only e-Info Manager files and folders are backed up.
• The e-Info Manager system offers superior file security with unidentifiable file names used. All meta data is also secure and less prone to hacking.
• Directly import emails with their attachments from Microsoft Outlook.
• Ability to import and store relevant website URL's.
• Simplification of tasks using our batch processing features such as: movement of files, printing, e-mailing, OCR, applying key words, setting retention date, etc.

Web Access, Remote Desktop Access

Access, search and retrieve your documents through a rights and permissions basis via the Internet.

Security

e-Info Manager operates in a secure environment. A system of user rights and passwords is incorporated into every license of e-Info Manager. An administrator can create, delete and modify users as he/she sees fit.

Other Features

There are a multitude of features included in the e-Info Manager package: page and zone OCR, Point-to-Point file transfer, PDF conversion, audit trails, document retention, and much more...

Single User

Included: SQL Server Express 2005
Required: Windows XP Professional/Home or Windows Vista Professional
Description: This version is ideally suited for a single system user.
 

Workgroup

Included: SQL Server Express 2005
Required: Windows XP Professional/ Windows Vista Professional/ Windows Server 2003/ Windows Server  2008, Microsoft SQL Server 2005
Description: This version is for a multi-user system comprised of 2 to 10 users. In this version, a separate file server can be setup where all users access files on a rights and permission basis.
 

Single User

Workgroup or Client/Server

• Microsoft .NET Framework 2.0 or higher
• Adobe Acrobat
7.0 or higher
• QuickBooks Accounting program
• Microsoft Office 2003/2007 with Outlook
• MS SQL Server 2005 for the Workgroup/Client Server versions
• TWAIN Compliant ADF Scanner