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e-Info Manager 
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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...

 

e-Info Manager Versions( Works in conjunction with a QuickBooks Accounting program)

 

Single User

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

Workgroup

 

Included: SQL Server Express 2005
Required: Windows XP Professional
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.
 

Client/Server

Included: Microsoft SQL Server 2005/MYSQL 5.1
Required: Windows Server 2003 or Windows XP Professional
Description: e-Info Manager Client/Server is suited for 11 or more users on the network. This system has no limited in terms of the number of clients that can be accommodated. In this version there is a separate file server and a separate MS SQL server.



Minimum System Requirements

 

Single User

  • Processor - Intel Pentium 4 based processor or equivalent running at least 2.0 GHz or higher clock speed
  • Hard Drive - 100 GB Free Space. This is for system files and image storage
  • RAM - 2GB
  • Monitor - VGA color or better
  • Operating System - Microsoft Windows XP professional or home

Workgroup or Client/Server

  • Client/Server Processor - Intel Pentium 4 based processor or equivalent running at least 2.0 GHz or higher clock speed
  • File Server Hard Drive - 500GB Free Space. This is for system files and image storage
  • RAM - 2GB
  • Monitor - VGA color or better
  • Operating System - Microsoft Windows XP professional, Windows 2003/5 Server with XP on the client side

Additional Requirements


Product Pricing Schedule in CAD$ or USD$


e-Info Manager Version 4.0.2 End User*
Unit Cost
1-5 Client Licenses $795
6-12 Client Licenses $750
13-24 Client Licenses $695
25-49 Client Licenses $650
50+  Client Licenses $595
MS File Server module $2500
MS SQL Server module $2500

 

Please Note the following:


Annual Support Plan is 20% of the overall price. This includes unlimited telephone, e-mail and fax support as well as all PaperBuster annual upgrades.

 

On site configuration, installation, setup and testing: $120/hr

 

All applicable taxes are extra.