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CRM for contact management

With the extensive contact management, you are guaranteed to find all the documents for a desired contact in seconds thanks to the logical link and have everything perfectly organized.

 

Highlights

Logical document link

Documents can be logically linked to any number of contacts to display all documents of a specific contact in a flash.

Extensive contact management

You can store extensive information and address data for each contact and even store IBAN and tax number for PIA AutoContact.

Custom fields

Do you need contact fields that are not available by default? Then simply create your own fields and save what you want.

Contacts and documents are logically linked

You can assign any number of contacts to each document, either manually, permanently defined via the storage folder or automatically recognized by PIA AutoFill.

Automatic document linking

Found contacts are logically linked to the document to enable viewing of all documents for a specific contact with just a few clicks.

Automatic import from Outlook and CSV

Import your contacts easily to PaperOffice directly from your Outlook or thanks to a CSV file.

Automatic import from Outlook and CSV

Import your contacts easily to PaperOffice directly from your Outlook or thanks to a CSV file.

Storage of IBAN and tax numbers

Store IBAN and tax numbers with your contacts, PaperOffice will suggest that documents containing this VAT ID number be linked to this contact.

Custom contact fields

Any contact fields can be stored for each individual user in order to customize the user keywording.

Custom contact fields

Any contact fields can be stored for each individual user in order to customize the user keywording.

Category and keyword assignment

Create custom contact keywords or contact categories to later filter the contact search and display.

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Case study

The digital path of patriarchy with PaperOffice DMS

"We are delighted after a year and a half of work and yet we have not yet fully exploited this fantastic masterpiece."

Pedro Silva
Administrative Assistant of the Patriarchate of Lisbon