INVU Document Management

Managing and advising people's finances will inevitably lead to countless records which need to be accurately archived and easily retrievable, for both your own daily work routines and during spot checks by the Financial Services Authority.

From client records to your own in-house correspondence (including receipts, bills, emails, and letters), every piece of paperwork that passes through your office can now be stored, quickly and easily, in a comprehensive system that's tailor-made for your needs.

Click here to download your FREE copy of our special report: Seven key things you must consider before you invest in document management software.

Accounts Departments

An efficiently organised and accessible filing system is essential for any accounts department. On a day-to-day basis you may deal with purchase ledgers, sales ledgers, cash books, costings and stock control, fixed assets documents, payroll, management accounts and countless invoices, receipts and other correspondence.

Every item must be stored in such a way that makes it easy to access. Unfortunately, the nature of traditional paper storage means only one person can access a file at any given time and that person is responsible for finding and returning the documents to the right place.

But with Invu, every file is always safely stored in one location and can be called up within just seconds by anyone with appropriate user rights. This allows your business performance to improve with simple document sharing, automatic audit trails, and no more wasted time searching for missing files. Back to top

Design Professionals

All design businesses, whether architectural, civil engineering or even in manufacturing, generate two specific types of documentation. On the one hand you have the actual core of your business: drawings, blueprints, tables and images. On the other you have the paperwork associated with your work: invoices, contracts, emails, staff and client records.

Keeping track of both these areas of business can be time consuming and costly in terms of storage space and lost working hours spent searching and archiving. With Invu's unique electronic systems you can collate, store and retrieve all your design documents and business paperwork, amazingly quickly and very easily. Back to top

Independant Financial Advisors (IFAs)

Just imagine if all the information that comes into or out of your business, including emails, attachments, printed documents, supplier invoices, FSA correspondence, client correspondence, in fact everything, was automatically recorded and filed in one central repository.

And then you are told any time a document is accessed or modified, who modified it, what changes were made and who has seen the revised document. And a permanent audit trail is kept for every single document - so if you want to share your documents with suppliers, clients or even the FSA, then you can prove exactly who has seen what.

Welcome to Invu. Trusted by thousands of IFAs, it automatically files every document you need in your business and always knows exactly where it is and what it's about. So you can find whatever you need, in a matter of seconds. And there's no more wasted time hunting for misfiled documents, or papers that have already left he building.

Click here to download your FREE copy of our special report: Seven key things you must consider before you invest in document management software.

Contact Invu today to discuss how we can save your department time and money with an easy to use storage system that puts you in complete control of your data and works in conjunction with your existing IT network. It's simple, fast and guaranteed to improve your performance levels within the first few weeks. Back to top

Retail Industry

To keep your business running smoothly it is crucial that your paperwork is kept in order. Sales, invoices, VAT records, receipts and payroll all need failsafe organisation and storage. They also need to be easily available when required by your accounts departments, secretarial staff and management.

Storing all your paperwork electronically, in an easily accessible facility, ensures maximum efficiency for your staff. With all your data in one place individual documents can be quickly retrieved and returned with the minimum of fuss. Back to top


Recruitment

Whether you deal with temporary or permanent work placements, you almost certainly have to juggle copious amounts of paperwork. Client and work information, time sheets, invoices and other assorted correspondence - all can clog up your system and slow your business down.

Keeping track of all this data can be difficult in even the most organised of offices. Streamlining every piece of data into a manageable and simple-to-access system saves you time, keeping your costs to a minimum. It also means you can spend more time placing candidates and less time on mundane administration. Back to top

Engineering and Manufacturing

Your company's filing structure is divided into two distinct spheres. One area is concerned with the manufacturing side of business (e.g. production, quality control, testing, drawing office etc.), and the other is concerned with all manner of business correspondence (e.g. HR, accounts, payroll, etc.). Both sections create a mountain of paperwork that needs collating and archiving so that individual documents can be located every time, without delay.

With Invu's unique software solutions you can centralise every piece of paperwork involved in your business, from drawings and reports to staff records and general correspondence. Back to top

Education

Any educational organisation from the smallest day nursery to the largest higher education facility is facing increasing challenges. Reduced funding, increasing competition and ever tighter regulatory and compliance pressures mean that more efficient management of documents and records is essential.

Whether it's admissions correspondence, grant applications, human resources, accounts payable, student records, or ongoing student work files, Invu document management presents a major opportunity to reduce costs and improve services to your students and stake-holders.

And because of Invu's CodeFree Integration you can be certain of rapid integration with your existing student information systems and other business applications (e.g. accounting, financial management, human resources, etc.).

So you are presented with a simple, easy to use solution that captures any information in any format, coming into your various departments. And because everything is stored in one centralised location, there's no risk of "lost" files - or different versions of the "same" file in existence on a multitude of hard-drives. Instead you know exactly who's been working on a document, when and where.

Although data can be accessed by any authorised user on any PC, it's totally secure with no risk of tampering or intrusion by unauthorised third parties or hackers. And of course, Invu EDM also comes with full backup so everything can be instantaneously duplicated and filed securely off-site. Back to top

Civil Service

No matter which agency you belong to, your office will already be overflowing with all manner of highly sensitive and confidential documents. All these need to be safely stored and accessible to only those with specific grades of authority. Different departments - accounts, personnel, HR - all generate hundreds of files, which in turn creates massive scope for information being moved, mislaid or completely lost.

With Invu's unique software solutions you can centralise every piece of paperwork involved in your business. And nothing will ever get lost or missed again - FACT.
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Accountants

Whether your company is a multi-million pound corporation or a small to medium sized practice you will invariably generate a seemingly endless paper mountain. Maintaining and updating client files (including audit, accounts, tax, VAT, special work and general correspondence), for 7 or more years as required by law, is time consuming, takes up lots of space and can be difficult to keep track of.

You may already outsource older records to private storage facilities. This isn't just costly, it makes accessing individual files at short notice difficult. Furthermore, having highly paid staff spending their time chasing up information is far from efficient.
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Distribution and Warehouse Centres

You may already have some sort of integrated business package to assist your distribution processes, helping keep track of purchase orders, stock-holding information, sales orders, and invoices. But paperwork still builds up - delivery notes, return paperwork, despatch notes - and all of it needs to be sorted and archived.

Simplify your business systems with a simple yet accurate paper-free electronic storage solution that condenses your data into a reliable and manageable structure.
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Legal

Your offices will already be overflowing with highly sensitive and confidential records. Client data, title deeds and other legal papers all require safe, accessible storage. But if you don't have enough office space on-site you need to rent separate storage facilities. This can be costly and time consuming, particularly when you need to urgently retrieve an archived file.

Now you can store every aspect of your data in one place with our affordable, easy to use solutions. Back to top