Ferret Document Management

Ferret Document Management is a solution designed to streamline document management processes, enhance collaboration, and improve productivity. According to the vendor, it caters to businesses of various sizes, including small enterprises and large corporations. Professionals and industries such as insurance, client management (CRM), job-based industries (construction, surveyors, engineers, transport/freight), manufacturing, and lawyers can potentially benefit from the features and functionalities offered by Ferret Document Management.

Key Features

Manage your business information: According to the vendor, the software allows for customized database and records management, enabling staff to access and update the latest information in real-time. Integration with existing systems is also said to be possible.

All your documents in one place: The vendor claims that Ferret Document Management facilitates easy filing and auto-indexing of emails, with document version control. It is also said to support various document formats, including MS Word, Excel, PDFs, and more.

Systemize your business processes: The vendor states that the software offers template-driven workflows to systemize undocumented and repeatable processes. It is claimed to help transform paper processes into electronic task checklists and automate tasks with due dates and email notifications.

Access your information anywhere: According to the vendor, Ferret Document Management provides a modern web-based system, allowing easy access to information from mobile or desktop devices. It is said to utilize Microsoft Azure Security for data protection.

Workflow and task management: The vendor claims that the software enables the systemization of business processes into template-driven workflows, efficient task management, and progress tracking. It is also said to provide reporting on workflow progress.

Experienced in your industry: According to the vendor, Ferret Document Management has completed implementations across various industry segments and offers tailored solutions to meet specific industry needs. Integration with industry-specific apps and systems is also claimed to be possible.

Centralized email filing: The vendor states that the software integrates with Outlook for centralized email filing, offering an auto-indexing feature for easy retrieval of emails and attachments. It is also claimed to provide efficient search functionality.

Bulk paper scanning: According to the vendor, Ferret Document Management supports bulk scanning using any scanner, facilitating the conversion of paper documents into safe and searchable files. It is said to contribute to a paperless environment.

World-class security using Microsoft Azure: The vendor claims that the software ensures data backup every 15 minutes and data redundancy through replication in multiple locations. It is said to utilize robust security measures provided by Microsoft Azure.

Controlled access to records and documents: The vendor states that Ferret Document Management allows for setting permissions for individual users or user groups, offering flexible permission rules to suit business requirements.