File storage made easy

File storage made easy.

Access, manage and share files with co-workers.

You can easily share and search client file notes with your peers all within one click of your mouse.

All you have to do is to click on the "notes" section to share or add client file notes.

When you do this, the page will load with a complete breakdown of your latest client notes, including the automated notes generated by sending Emails, SMS or Phone calls. You can even include all your workflow actions if elected.

You can use the search bar to find a note or use the drop down menu to filter out unwanted information.