Document Sharing & Management

If you’re like most companies, you have plenty of paperwork: Forms, supplemental forms, contracts, pricing, product descriptions, proposals, service agreements – there are a lot of forms and they’re all changing. You need to share them with a variety of users in different locations. Ideally you’d like to be able update new forms all at once, track who’s using what, versions, set permissions, restrict access and more.

Everett HR can bring your offline documents, forms and other important paperwork online. Share, distribute and manage forms with the right users at the right time. Coordinate access by customers, sales pros and outside agents. Save time managing forms from multiple vendors or carriers. Merge forms and customer data with the push of a button to eliminate redundant paper work.

These are only a few areas that can help your company save time and allow your marketing team to focus on client relationships.