Document Director™  Software from PowerAssist - is a user friendly and secure solution that monitors, tracks and manages the flow, storage, access and retrieval of all documents in the system such as client signatures, sensitive information, contracts etc.

      Secure SQL Database that stores all the associated data from Document Director™

    Controlled & Compliant File Structure on your File Server (Windows Server 2000+)

      User Management

o       User Logging and Tracking for Access and Production

     Document Management

o       Auto-Preview of E-Documents (PDFs. TIFFs, JPG etc)

o       Automated Naming Convention / Business Rules

o       Controlled Archive & Document Retrieval

     Document Security

o       Application tracks and controls access to all documents

o       Full Audit Trail

      Reporting on Business Intelligence and  Document Activity

      CRM/ Back Office Integration:  Have activities, tasks, notes and emails all queued from Document Director™