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enSynergy are leading providers of integrated trust accounting, CRM and business process management software.
CRM, task management, process management, time recording and practice management, trust accounting and accounts production software.
 
   
 

Integrated wealth management solutions including enVisual, CRM, company secretarial, client accounting, trust accounting, investment accounting, portfolio management, task management, document management, document custody.
enVisual™ Professional Range.
enVisual  - see the results.
 
Bringing knowledge to life.
     
  Tired of losing important files?  
 

The LiveFile EDM module is an essential ingredient to our overall Content Management solution. LiveFile provides instant access to business documents and e-files such as customer letters, emails, reports, spreadsheets, faxes, scanned images - essentially any file that can be associated by Windows. LiveFile provides a complete and centralized document history - and is an invaluable addition to your CRM system.

Documents are automatically indexed by LiveFile during publishing - based on document content (where available) as well as special user-definable attributes and indexing fields. Using proprietary file extraction technology, LiveFile dynamically builds and maintains a key word index for each file for search purposes. LiveFile can be configured to intelligently suggest document / client associations based upon keyword rankings. Searching is simple and fast - thanks to the Rubicon™ search engine - and with our intelligent agent LiveEngine - all edits / movements and deletions are tracked, meaning you will not lose track of documents once published.

LiveFile will help your staff to:

  • View all relevant files making up the complete customer relationship
  • Ensure that valuable documents are not "lost" within the enterprise network
  • Better assist customer enquiries by improved access to customer document history
  • Easily and efficiently publish documents and e-files - including one-click publishing directly from Microsoft Office applications, Adobe Acrobat and Lotus Notes using our LiveAssist publishing assistant.
  • Reduce administration costs associated with ordinary paper handling
  • Deal with arduous compliance requirements involving document retention

Document scanning: LiveFile can be integrated with the world's leading document scanning software Kofax Ascent.

 
     
  Key features;
 
  • User definable document / form type attributes to aid in classification and searching
  • Supports the publishing of over 256 file formats
  • Automatic key word index generation for text based documents
  • Automatic maintenance of key word indices post publishing
  • Automatic tracking of file edits / movements / deletions with audit trail
  • Direct one-click publishing of many file types including Office, Lotus, Acrobat directly from the application
  • Drag-and-drop publishing
  • Incorporates the Rubicon file management engine for rapid index and search
  • Simple and advanced search user interface
  • Integration link to Kofax Ascent scanning software
  • Thin client/server architecture - scalable for large enterprise deployment.
 
     
 
Never lose a file again!
 
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All documents require Adobe Acrobat reader.

 

 
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