Secure Document Management and Templates

Qunote allows you to upload and share a wide variety of document types, as well as photos and videos, so they are easily accessible for all employees involved in the client. Within the upload area you can edit the title, add a brief description and choose what type of document it is for easy filtering. Once uploaded, all documents are listed along with the initials of the user who uploaded them. The filters area allows you to search your stored documents by a range of criteria, such as author, date range and keywords.

Qunote also contains a document templates facility. Administrators can add key templates and make these available for staff to download via a central library, so that staff can generate their documentation with cohesive branding and statutory information included without having to hunt through their own computers each time they need to produce a letter or report. The document templates library can also be used to store and share key policy documents.

You can create an export of your documents within a specific date range. The system will automatically produce a .zip file of your documents, organised by category.

You can also link documents directly to filenotes, so everything is easily referenced, and stored in one place.

For a more detailed overview of Qunote please sign up for our demo system or contact us for more details.