Follow up...

What do I do next?...

It is not by chance that the heart of organizing your office is call the Organizer:

This one screens tells each associate what he/she needs to work on.  It displays what has not been completed, and by double clicking on any item you are immediately taken to the item for detailed information.

And when it is red, it indicates that those items are lat, and need priority handling.  And for management, you can review this for any associate in the office, at any time.

 

Creating letters and forms...

eCandidus™ Desktop has a powerful tool to create letters and forms.   They allow for a one-click generation of most of your office correspondence:

Simply open the case that you want to create the correspondence for, and click on either Merge into Document (left, red) or Merge into Form (right, blue).   A list of documents or forms available is displayed and once selected, the merged result is displayed.

The tools called by this single click are very powerful, the merge options are varied and fill what your office needs.  We encourage you to review in detail using the links above.

 

Sending the output...

In most cases, you simply print the output, but more and more, you are able to send the result via e-mail. eCandidus™ Desktop supports for the easy e-mailing of any document or form (or even any text block) by simply clicking on the Send E-Mail icon:

The output is converted to a PDF document and attached to an e-mail.  One click, simple and quick.

 

Next: What's falling through the cracks?