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Email Branding

Branding allows you to configure the look of the system to match your “brand” or company colors. It can also be used to represent holidays, seasons, moods, company events, etc. The colors, backgrounds and logos can be configured to give the system just the right...

The Art of the Deal!

Automate Deal Processing to Improve Cash Flow.   Virtual Auditor can help you ensure that the deals you close today will get funded by tomorrow! Is all of your documentation always complete? Are you certain? How does your company ensure that everyone in the...

Record Types – General

Record Types The concept of Record Types in document management systems is nothing new. In fact, the ability to classify and separate documents based on type or usage is what makes system more usable than just throwing everything together with no means of telling what...

Release Notes – Version 3.03

Version 3.03 New and Updated Features Record Screen Added Documents panel to the arrangeable panel list Added Password to the collaboration pop up for sharing Documents Added workflow panel that hovers over the page to give workflow options anywhere from the page...