A
azspecter
I want to convert my office over to a paperless office. I'd like to be
able to keep working within Outlook and all the office applications. Is
there a way to do this? Is there a contact management system out there
via Office? ie- I'd like to be able to store all scanned docs as PDFs,
but associate them with specific contacts & folders. So, for instance-
I get an email from a client, who then faxes me some documents, in
which I need to type in some things and FAX back. I also got a bill in
the mail that's associated with that same client- I'd like to be able
to file that in a pdf file and associate it with the contact. I could
also scan his business card he gave me at our meeting last week.
Essentially, I would be able to pull up any of those documents quickly
and easily by a number of different methods (keywords, account, client,
email).
Can office handle something like this? I know there's professional
contact management and document management softwares out there- but I'd
prefer to stick with Office.
Input?
Thanks
able to keep working within Outlook and all the office applications. Is
there a way to do this? Is there a contact management system out there
via Office? ie- I'd like to be able to store all scanned docs as PDFs,
but associate them with specific contacts & folders. So, for instance-
I get an email from a client, who then faxes me some documents, in
which I need to type in some things and FAX back. I also got a bill in
the mail that's associated with that same client- I'd like to be able
to file that in a pdf file and associate it with the contact. I could
also scan his business card he gave me at our meeting last week.
Essentially, I would be able to pull up any of those documents quickly
and easily by a number of different methods (keywords, account, client,
email).
Can office handle something like this? I know there's professional
contact management and document management softwares out there- but I'd
prefer to stick with Office.
Input?
Thanks