Document and Email Management
ANAQUA provides integrated document and email management to support paperless IP operations. Each case has all key documents and correspondence right there in the system. Documents can be uploaded to one or more records in ANAQUA. Emails sent from the system or in your Outlook client are also stored, including their attachments. Full text search is available for email, email attachments and documents in most common formats so you can quickly find what you are looking for.
Document and email templates are supported with merge codes to copy data from a record to quickly create a form or standard correspondence. Creating emails is made easy with one-click selection of recipients from the record’s contact list and automatic insertion of a URL link to the case record. A recipient with access rights can simply click through to the record discussed in the email.
Documents can even be attached to tasks created and managed by ANAQUA’s rules-driven workflow engine, with deadlines and reminders for pending due dates, so important information is right at hand for the person who is assigned the task.
ANAQUA’s document and email management will dramatically improve your IP operations.



