Ferret Document Management

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.