Name: Ferret Document Management
Price: 250 USD
Author: Ferret Software

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Accessibility Testing

Development

Classroom Management

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Data Extraction

Emissions Management

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Risk Management

Enterprise

Accounting

Digital Banking

Nonprofit Accounting

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Authorization

Cloud Storage

Configuration Management

Data Collaboration

Fraud Detection

Game Engine

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

IoT Security

LAN Switches

License Management

Network Performance Monitoring

Network Security

Open-Source Database

Operating Systems

SOA Governance

Service Desk Outsourcing

Single Sign-On

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audience Intelligence

Content Experience

Content Management

Customer Journey Mapping

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Video

Video Marketing

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Performance Management

Social Commerce

Sales

Virtualization Security

Security

Agriculture

Banking

Donor Management

Equipment Rental

Rental Property Management

Vertical-Specific

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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.

Users have found Ferret Document Management to be a valuable tool for storing and organizing their documents electronically. With Ferret, users can easily store and access their documentation in a systematic and orderly manner, eliminating the need for physical paper files. This has made it much easier for users to locate information compared to the traditional process of searching through hard copy files. In fact, users at an insurance brokerage have been using Ferret for document storage for around two years and have experienced significant improvements in terms of efficiency and productivity.

One of the key features that users appreciate is the ability to link accounts, input notes, and search for clients and documents. This functionality allows them to quickly find relevant information without wasting time on manual searches. Additionally, users have suggested the need for segmentation within client accounts to separate records into different subsets such as renewals, claims, proposals, and general. This would further enhance the organization and accessibility of documents within the system.

Despite some minor concerns, such as the sensitivity of barcode placement on invoices and occasional recognition issues with scanned invoices, users generally recommend Ferret to other businesses looking for an easy-to-use document management system. They find it easy to set up and use, especially when directing their photocopier to the required directory on the network. Overall, Ferret has proven to be a reliable solution that has reduced storage needs and improved document retrieval for users. It has also allowed them to maintain all records in client files, reducing the need for printing and filing physical documents.

Basic

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Essentials

Team

Corporate

BILL

Ferret Document Management

Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

Document Management

Ferret Software

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Ferret Document Management

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What is Ferret Document Management?