The Missing Link Between Microsoft Office & Fortis Office

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E-mail and Microsoft Word® documents dominate the way office workers communicate today – and Westbrook Technologies has created a way to keep that communication immediate and organized.

Microsoft Office is the way we work.

The majority of documents that your business creates each day are created using Microsoft Word, Excel or Outlook applications. Word is the central nervous system workhorse, in which we create memos, letters, proposals, specification sheets, casework and more. Excel, the accountant’s lifeline, is used in the creation of budgets, forecasts, analyses, and audit papers, to name a few. And all people, all of the time, depend on e-mail to route documents and tasks, schedule and confirm appointments, and collaborate.

Many of these valuable documents are vital to decision-making, but were not available together in a common repository, until now.

With all of this data, security remains of utmost importance. As a manager, you would like to make your documents available to some of the people some of the time, but rarely to all of the people all of the time. Fortis Office allow for this flexible accessibility, complete with user and group permissions that enable individual documents, folders or entire databases
to be protected.

Return On Investment – Never Ending with Fortis Office
Westbrook Technologies’ products are consistently deemed by customers as a superior value in terms of initial implementation costs. Return on investment can be intangible; for Fortis users, the essence of ROI is using documents efficiently in their daily routine. Presenting alternatives, corroborating a position or resolving an issue becomes less stressful with Fortis Office as the filing nerve center.

You can find the information you need immediately, with Fortis Office’s complete set of comprehensive search tools. Find documents based on a date, name, or invoice number search; even use content searching to locate a document simply by a keyword or phrase. Fortis Office will present your search results and the document you’re looking for on your screen, instantly.

“Fortis Office are the missing link between document creation and document management…”
Dermot Peel, ICON Systems, Dublin, Ireland

Organizations that have implemented document management become accustomed to the benefits of having immediate access to documents that support their decision-making; it truly revolutionizes business processes. But there is one item that tops every user’s wish list: “I want to save documents and e-mail directly to my document management system!”

The missing link is Fortis Office. They are the bridge between the Microsoft Office suite and efficient document management.

So what happens when you combine today’s most powerful document management software with the world’s most popular office software suite? You get the best of both worlds! Create your documents in industry-standard Word, Excel and/or Outlook, then use the power of Fortis to index, store, retrieve and output those documents.

Create, collaborate and make your documents accessible like never before with the new Office option for Fortis.

Imagine: you’re working on a Word document and you want to securely store your work in a document management system. All that is needed is a click of the mouse on the Fortis icon, or select the Send option from the File Menu, and the task is accomplished. Receiving important attachments or messages from Outlook is simple and easy with Fortis Office.

Smart Indexing – Automatic Filing
Send or route documents to a colleague’s In Basket for review or collaboration, and save time-consuming steps with Fortis Office’s smart indexing feature. When designing the Document Types, you can define the index fields that relate to important metadata captured in the Microsoft Office suite.

Perhaps with each e-mail message you would like to automatically retain the sender, recipient or subject. Design the Document Type in Fortis with those field legends and the data you describe will automatically be captured from each Outlook message you send. Microsoft Office provides a host of metadata under the guise of properties, which are recorded automatically and allow you to custom design your own metadata. The Fortis Office indexing feature automatically pushes that metadata matching your Document Type into your document management system. This sophisticated level of automation all but eliminates the costly data capture process, under the watchful monitor of Fortis software security and permissions.

Sophisticated Security
Every document saved to Fortis is instantly protected by all of the robust security permissions. Whether you elect to place the highest level of security or lesser levels of security to In Baskets, Queries or entire databases, you control access and viewing rights.

Simple. Easy. Powerful. It’s Elegance in Action
That’s how Fortis, the world’s most powerful document management suite, work with Microsoft Office, the world’s most popular office suite. Take your business through a quantum leap in efficiency and cost-savings. Not only will you never lose a document in Fortis Office, you’ll find the desired document in a split-second. It’s haste without waste. Imagine the difference that the Fortis Office option will make to the way you do business. It’s that simple, it’s that easy, and it’s that powerful. You’ll wonder why you worked any other way.