Features that make your work easier: manage documents, get optimal results with complex search wizards, create your own reports with the report wizard, import and export data, and much more.
Master Data Management
- Ensure the quality of your contact data through central master data management with integrated duplicate checking.
- Connect your documents with the corresponding digital folders.
- Create flexible - even complex - report templates with i-taros , generate ad hoc and recurring evaluations and display them graphically . Send reports automatically, directly from the system.
- Manage your documents systematically and transparently with automated document Versioning.
- Create and manage document templates.
- Manage generated documents automatically in the corresponding digital files, or transfer external documents conveniently with drag & drop.
Further Additional Functions
Clients & Multi-Users
Manage any number of clients and users and easily switch between clients as an authorized user.
Roles & Rights
Easily control who should get what rights in the system with the roles and rights management.
Configure your personalized starting page with the dashboard consisting of your individual preferences.
Connect your solution with external systems. Without much effort, using Application Programming Interface (API).
Create and manage complex search assistants for your frequent queries
Import and Export
Import your data from various sources and export in the different formats
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